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 | $12,860 | $48,230-73.3% | $67,502-80.9% | $80,856-84.1% |
| Participation rate | 17.9% | 66.4%-48.5pp | 72.9%-55.0pp | 67.6%-49.8pp |
| Annual return | 13.40% | 18.28%-4.9pp | 3512.12%-3498.7pp | 35.59%-22.2pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $888 | $2,924-69.6% | $4,000-77.8% | $4,296-79.3% |
| Admin fee / account holder | $1,447 | $3,681-60.7% | $3,998-63.8% | $6,918-79.1% |