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 | $27,386 | $58,208-53.0% | $81,812-66.5% | $80,856-66.1% |
| Participation rate | 19.3% | 63.4%-44.1pp | 72.3%-53.0pp | 67.6%-48.3pp |
| Annual return | 41.26% | 41.66%-0.4pp | 773.79%-732.5pp | 35.59%+5.7pp |
| Employer contribution / active EE | $139 | $2,340-94.1% | $2,912-95.2% | $2,755-95.0% |
| Participant deferral / active EE | $979 | $3,281-70.2% | $4,319-77.3% | $4,296-77.2% |
| Admin fee / account holder | $35,771 | $4,981+618.1% | $7,386+384.3% | $6,918+417.1% |