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 9-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 | $28,637 | $167,484-82.9% | $151,611-81.1% | $134,475-78.7% |
| Participation rate | 63.6% | 88.4%-24.7pp | 87.5%-23.9pp | 81.2%-17.6pp |
| Annual return | -19.60% | 7.80%-27.4pp | 3.33%-22.9pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,479 | $6,829-78.3% | $6,166-76.0% | $4,740-68.8% |
| Participant deferral / active EE | $3,521 | $8,986-60.8% | $8,363-57.9% | $6,400-45.0% |
| Admin fee / account holder | $482 | $13,783-96.5% | $11,616-95.9% | $11,426-95.8% |