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 | $19,805 | $52,681-62.4% | $75,781-73.9% | $59,632-66.8% |
| Participation rate | 29.3% | 67.2%-38.0pp | 75.8%-46.5pp | 68.7%-39.4pp |
| Annual return | -2.51% | 2.95%-5.5pp | 9.68%-12.2pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,267 | $2,591-51.1% | $3,651-65.3% | $3,192-60.3% |
| Admin fee / account holder | $1,440 | $3,610-60.1% | $5,299-72.8% | $4,297-66.5% |