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 | $33,071 | $111,535-70.3% | $105,223-68.6% | $137,256-75.9% |
| Participation rate | 36.4% | 78.1%-41.7pp | 75.0%-38.7pp | 80.0%-43.6pp |
| Annual return | 20.78% | 237.85%-217.1pp | 180.65%-159.9pp | 220.34%-199.6pp |
| Employer contribution / active EE | $775 | $3,939-80.3% | $3,689-79.0% | $4,156-81.4% |
| Participant deferral / active EE | $2,614 | $5,500-52.5% | $5,072-48.5% | $6,407-59.2% |
| Admin fee / account holder | $811 | $9,721-91.7% | $8,859-90.9% | $12,270-93.4% |