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 | $52,063 | $76,367-31.8% | $93,606-44.4% | $72,985-28.7% |
| Participation rate | 44.8% | 71.7%-26.9pp | 75.8%-31.0pp | 69.5%-24.7pp |
| Annual return | 20.23% | 25.82%-5.6pp | 32.76%-12.5pp | 81.00%-60.8pp |
| Employer contribution / active EE | $315 | $2,275-86.2% | $2,718-88.4% | $2,440-87.1% |
| Participant deferral / active EE | $2,276 | $3,538-35.7% | $4,069-44.1% | $3,607-36.9% |
| Admin fee / account holder | $2,155 | $6,838-68.5% | $7,888-72.7% | $5,124-57.9% |