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 | $22,993 | $84,233-72.7% | $170,442-86.5% | $70,131-67.2% |
| Participation rate | 54.4% | 70.8%-16.4pp | 83.6%-29.2pp | 69.5%-15.1pp |
| Annual return | 12.31% | 23.06%-10.8pp | 205.93%-193.6pp | 73.14%-60.8pp |
| Employer contribution / active EE | $271 | $3,387-92.0% | $5,433-95.0% | $2,342-88.4% |
| Participant deferral / active EE | $918 | $3,086-70.3% | $4,939-81.4% | $3,332-72.4% |
| Admin fee / account holder | $611 | $5,698-89.3% | $13,880-95.6% | $4,645-86.8% |