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 7-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 | $19,295 | $56,053-65.6% | $75,972-74.6% | $80,856-76.1% |
| Participation rate | 46.5% | 62.0%-15.5pp | 69.1%-22.5pp | 67.6%-21.1pp |
| Annual return | 12.34% | 20.53%-8.2pp | 359.55%-347.2pp | 35.59%-23.3pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,419 | $3,052-53.5% | $4,255-66.7% | $4,296-67.0% |
| Admin fee / account holder | $609 | $5,234-88.4% | $6,467-90.6% | $6,918-91.2% |