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 10-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 | $36,470 | $88,583-58.8% | $88,497-58.8% | $273,961-86.7% |
| Participation rate | 33.3% | 83.5%-50.1pp | 82.4%-49.1pp | 83.0%-49.7pp |
| Annual return | 4.34% | 5.68%-1.3pp | 7.63%-3.3pp | 41.45%-37.1pp |
| Employer contribution / active EE | $983 | $4,502-78.2% | $4,036-75.6% | $4,869-79.8% |
| Participant deferral / active EE | $1,831 | $4,891-62.6% | $4,899-62.6% | $5,287-65.4% |
| Admin fee / account holder | $16,692 | $8,980+85.9% | $6,220+168.4% | $10,132+64.7% |