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 | $21,327 | $91,190-76.6% | $178,490-88.1% | $79,858-73.3% |
| Participation rate | 34.7% | 69.2%-34.5pp | 81.9%-47.2pp | 69.6%-34.9pp |
| Annual return | 20.21% | 24.19%-4.0pp | 151.07%-130.9pp | 31.71%-11.5pp |
| Employer contribution / active EE | $204 | $3,256-93.7% | $5,011-95.9% | $2,471-91.7% |
| Participant deferral / active EE | $945 | $3,236-70.8% | $5,202-81.8% | $3,740-74.7% |
| Admin fee / account holder | $3,170 | $6,751-53.0% | $13,984-77.3% | $5,306-40.3% |