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 9-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 | $21,982 | $80,717-72.8% | $154,803-85.8% | $84,808-74.1% |
| Participation rate | 31.3% | 66.8%-35.6pp | 78.1%-46.8pp | 68.3%-37.1pp |
| Annual return | 74.00% | 37.96%+36.0pp | 58.88%+15.1pp | 40.90%+33.1pp |
| Employer contribution / active EE | $91 | $2,761-96.7% | $4,305-97.9% | $2,631-96.5% |
| Participant deferral / active EE | $1,040 | $3,303-68.5% | $5,540-81.2% | $4,212-75.3% |
| Admin fee / account holder | $799 | $6,746-88.2% | $14,329-94.4% | $7,344-89.1% |