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 | $28,567 | $56,897-49.8% | $84,750-66.3% | $62,891-54.6% |
| Participation rate | 59.3% | 68.5%-9.3pp | 76.6%-17.3pp | 69.3%-10.0pp |
| Annual return | 10.12% | 6.30%+3.8pp | 22.78%-12.7pp | 20.14%-10.0pp |
| Employer contribution / active EE | $377 | $2,400-84.3% | $3,574-89.5% | $2,281-83.5% |
| Participant deferral / active EE | $1,459 | $2,709-46.1% | $3,712-60.7% | $3,203-54.4% |
| Admin fee / account holder | $3,383 | $3,581-5.5% | $5,332-36.6% | $4,296-21.2% |