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 8-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 | $35,658 | $135,952-73.8% | $123,892-71.2% | $273,961-87.0% |
| Participation rate | 14.3% | 84.1%-69.8pp | 81.4%-67.1pp | 83.0%-68.7pp |
| Annual return | 6.23% | 56.63%-50.4pp | 47.52%-41.3pp | 41.45%-35.2pp |
| Employer contribution / active EE | $262 | $5,170-94.9% | $4,617-94.3% | $4,869-94.6% |
| Participant deferral / active EE | $3,951 | $6,343-37.7% | $5,984-34.0% | $5,287-25.3% |
| Admin fee / account holder | $657 | $9,817-93.3% | $8,357-92.1% | $10,132-93.5% |