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 4-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 | $34,548 | $76,670-54.9% | $96,683-64.3% | $71,457-51.7% |
| Participation rate | 30.3% | 66.6%-36.3pp | 74.3%-44.0pp | 67.9%-37.6pp |
| Annual return | 16.62% | 48.29%-31.7pp | 35.69%-19.1pp | 28.85%-12.2pp |
| Employer contribution / active EE | $455 | $3,031-85.0% | $3,737-87.8% | $2,588-82.4% |
| Participant deferral / active EE | $1,879 | $3,771-50.2% | $4,878-61.5% | $4,289-56.2% |
| Admin fee / account holder | $1,762 | $2,028-13.1% | $6,730-73.8% | $1,587+11.0% |