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 | $25,851 | $103,376-75.0% | $87,100-70.3% | $152,861-83.1% |
| Participation rate | 25.0% | 79.3%-54.3pp | 76.9%-51.9pp | 82.4%-57.4pp |
| Annual return | 14.11% | 28.10%-14.0pp | 28.19%-14.1pp | 345.32%-331.2pp |
| Employer contribution / active EE | $553 | $3,220-82.8% | $2,521-78.1% | $4,762-88.4% |
| Participant deferral / active EE | $4,591 | $4,778-3.9% | $4,049+13.4% | $5,850-21.5% |
| Admin fee / account holder | $1,953 | $12,205-84.0% | $7,497-73.9% | $11,596-83.2% |