See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,477 | $115,770-49.5% | $101,248-42.2% | $158,922-63.2% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.8%-50.8pp | 82.0%-57.0pp |
| Annual return | 9.56% | 56.14%-46.6pp | 46.47%-36.9pp | 302.83%-293.3pp |
| Employer contribution / active EE | $439 | $4,175-89.5% | $3,660-88.0% | $4,761-90.8% |
| Participant deferral / active EE | $2,590 | $4,957-47.7% | $4,370-40.7% | $5,982-56.7% |
| Admin fee / account holder | $829 | $7,245-88.6% | $5,945-86.1% | $11,246-92.6% |