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 5-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 | $47,903 | $60,022-20.2% | $88,946-46.1% | $84,808-43.5% |
| Participation rate | 7.1% | 57.8%-50.7pp | 68.8%-61.7pp | 68.3%-61.2pp |
| Annual return | 17.14% | 22.43%-5.3pp | 57.82%-40.7pp | 40.90%-23.8pp |
| Employer contribution / active EE | $246 | $1,703-85.5% | $2,555-90.4% | $2,631-90.6% |
| Participant deferral / active EE | $979 | $3,114-68.5% | $4,581-78.6% | $4,212-76.7% |
| Admin fee / account holder | $587 | $4,811-87.8% | $8,261-92.9% | $7,344-92.0% |