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 4-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 | $26,297 | $73,933-64.4% | $96,683-72.8% | $75,163-65.0% |
| Participation rate | 30.0% | 66.4%-36.4pp | 74.3%-44.3pp | 67.2%-37.2pp |
| Annual return | 13.56% | 26.70%-13.1pp | 35.69%-22.1pp | 160.62%-147.1pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,002 | $3,659-45.3% | $4,878-59.0% | $4,125-51.5% |
| Admin fee / account holder | $10,315 | $5,216+97.8% | $6,730+53.3% | $5,651+82.5% |