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 | $22,999 | $30,400-24.3% | $53,898-57.3% | $84,808-72.9% |
| Participation rate | 13.8% | 46.4%-32.7pp | 55.0%-41.2pp | 68.3%-54.5pp |
| Annual return | 20.27% | 500.19%-479.9pp | 528.60%-508.3pp | 40.90%-20.6pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $893 | $1,199-25.5% | $1,826-51.1% | $4,212-78.8% |
| Admin fee / account holder | $4,837 | $1,993+142.7% | $2,491+94.2% | $7,344-34.1% |