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 6-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 | $34,190 | $59,101-42.1% | $77,163-55.7% | $75,163-54.5% |
| Participation rate | 38.8% | 63.9%-25.1pp | 69.6%-30.8pp | 67.2%-28.4pp |
| Annual return | 23.31% | 26.71%-3.4pp | 37.87%-14.6pp | 160.62%-137.3pp |
| Employer contribution / active EE | $203 | $1,995-89.8% | $2,535-92.0% | $2,670-92.4% |
| Participant deferral / active EE | $2,026 | $2,999-32.4% | $3,833-47.1% | $4,125-50.9% |
| Admin fee / account holder | $426 | $4,774-91.1% | $5,472-92.2% | $5,651-92.5% |