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 | $21,207 | $159,602-86.7% | $150,045-85.9% | $142,382-85.1% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.3%-19.8pp | 80.1%-17.6pp |
| Annual return | 17.38% | 70.24%-52.9pp | 62.55%-45.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $95 | $4,961-98.1% | $4,693-98.0% | $4,299-97.8% |
| Participant deferral / active EE | $4,132 | $8,310-50.3% | $7,997-48.3% | $6,507-36.5% |
| Admin fee / account holder | $833 | $14,846-94.4% | $13,435-93.8% | $12,624-93.4% |