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 | $13,076 | $45,035-71.0% | $62,995-79.2% | $70,131-81.4% |
| Participation rate | 51.6% | 69.5%-17.9pp | 74.8%-23.2pp | 69.5%-17.9pp |
| Annual return | 19.75% | 18.76%+1.0pp | 87.57%-67.8pp | 73.14%-53.4pp |
| Employer contribution / active EE | $249 | $2,051-87.9% | $2,759-91.0% | $2,342-89.4% |
| Participant deferral / active EE | $1,399 | $2,465-43.2% | $3,329-58.0% | $3,332-58.0% |
| Admin fee / account holder | $421 | $2,834-85.1% | $3,600-88.3% | $4,645-90.9% |