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 | $34,945 | $67,606-48.3% | $82,313-57.5% | $70,131-50.2% |
| Participation rate | 51.2% | 72.8%-21.6pp | 76.9%-25.7pp | 69.5%-18.4pp |
| Annual return | 21.23% | 21.57%-0.3pp | 25.88%-4.6pp | 73.14%-51.9pp |
| Employer contribution / active EE | $213 | $1,755-87.9% | $2,428-91.2% | $2,342-90.9% |
| Participant deferral / active EE | $1,481 | $2,987-50.4% | $3,706-60.0% | $3,332-55.5% |
| Admin fee / account holder | $1,405 | $4,512-68.9% | $5,608-75.0% | $4,645-69.8% |