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 | $52,463 | $71,050-26.2% | $93,606-44.0% | $80,856-35.1% |
| Participation rate | 40.4% | 60.4%-20.0pp | 68.7%-28.3pp | 67.6%-27.3pp |
| Annual return | 11.79% | 11.26%+0.5pp | 133.20%-121.4pp | 35.59%-23.8pp |
| Employer contribution / active EE | $179 | $1,564-88.6% | $2,420-92.6% | $2,755-93.5% |
| Participant deferral / active EE | $1,304 | $4,034-67.7% | $4,411-70.4% | $4,296-69.6% |
| Admin fee / account holder | $5,564 | $6,945-19.9% | $8,285-32.8% | $6,918-19.6% |