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 | $24,963 | $91,190-72.6% | $178,490-86.0% | $79,858-68.7% |
| Participation rate | 56.3% | 69.2%-13.0pp | 81.9%-25.7pp | 69.6%-13.4pp |
| Annual return | 16.92% | 24.19%-7.3pp | 151.07%-134.1pp | 31.71%-14.8pp |
| Employer contribution / active EE | $267 | $3,256-91.8% | $5,011-94.7% | $2,471-89.2% |
| Participant deferral / active EE | $1,228 | $3,236-62.1% | $5,202-76.4% | $3,740-67.2% |
| Admin fee / account holder | $758 | $6,751-88.8% | $13,984-94.6% | $5,306-85.7% |