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 6-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 | $37,402 | $65,904-43.2% | $160,784-76.7% | $79,634-53.0% |
| Participation rate | 18.6% | 56.2%-37.7pp | 77.0%-58.4pp | 62.5%-43.9pp |
| Annual return | 14.64% | 20.16%-5.5pp | 1803.92%-1789.3pp | 36.46%-21.8pp |
| Employer contribution / active EE | $0 | $1,805-100.0% | $3,733-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $1,449 | $3,692-60.8% | $6,293-77.0% | $3,835-62.2% |
| Admin fee / account holder | $1,418 | $965+46.9% | $9,717-85.4% | $1,002+41.5% |