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 | $21,557 | $53,777-59.9% | $134,143-83.9% | $79,858-73.0% |
| Participation rate | 38.3% | 58.8%-20.4pp | 72.2%-33.8pp | 69.6%-31.3pp |
| Annual return | 17.56% | 19.01%-1.5pp | 36.33%-18.8pp | 31.71%-14.2pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,218 | $2,420-49.7% | $3,499-65.2% | $3,740-67.4% |
| Admin fee / account holder | $520 | $3,984-86.9% | $6,684-92.2% | $5,306-90.2% |