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 7-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 | $23,126 | $77,634-70.2% | $156,549-85.2% | $62,891-63.2% |
| Participation rate | 23.8% | 71.2%-47.5pp | 84.0%-60.3pp | 69.3%-45.6pp |
| Annual return | 17.19% | 50.32%-33.1pp | 32.23%-15.0pp | 20.14%-3.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,335 | $3,045-56.2% | $4,871-72.6% | $3,203-58.3% |
| Admin fee / account holder | $632 | $5,561-88.6% | $13,027-95.2% | $4,296-85.3% |