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 | $31,105 | $58,828-47.1% | $77,999-60.1% | $62,891-50.5% |
| Participation rate | 63.5% | 71.1%-7.6pp | 75.5%-12.1pp | 69.3%-5.8pp |
| Annual return | 4.97% | 17.16%-12.2pp | 425.96%-421.0pp | 20.14%-15.2pp |
| Employer contribution / active EE | $221 | $1,672-86.8% | $2,470-91.0% | $2,281-90.3% |
| Participant deferral / active EE | $1,265 | $2,686-52.9% | $3,497-63.8% | $3,203-60.5% |
| Admin fee / account holder | $1,285 | $4,393-70.7% | $5,480-76.5% | $4,296-70.1% |