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 | $32,766 | $78,705-58.4% | $117,854-72.2% | $70,131-53.3% |
| Participation rate | 12.2% | 73.2%-60.9pp | 79.7%-67.4pp | 69.5%-57.3pp |
| Annual return | 14.40% | 23.30%-8.9pp | 335.08%-320.7pp | 73.14%-58.7pp |
| Employer contribution / active EE | $376 | $2,223-83.1% | $3,786-90.1% | $2,342-83.9% |
| Participant deferral / active EE | $1,607 | $3,297-51.3% | $4,482-64.2% | $3,332-51.8% |
| Admin fee / account holder | $4,985 | $5,065-1.6% | $8,020-37.8% | $4,645+7.3% |