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 | $28,042 | $96,557-71.0% | $80,975-65.4% | $273,961-89.8% |
| Participation rate | 64.3% | 79.1%-14.8pp | 75.8%-11.5pp | 83.0%-18.7pp |
| Annual return | 27.02% | 15.14%+11.9pp | 17.10%+9.9pp | 41.45%-14.4pp |
| Employer contribution / active EE | $234 | $4,868-95.2% | $3,714-93.7% | $4,869-95.2% |
| Participant deferral / active EE | $2,269 | $6,598-65.6% | $5,696-60.2% | $5,287-57.1% |
| Admin fee / account holder | $1,118 | $7,492-85.1% | $5,516-79.7% | $10,132-89.0% |