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 | $46,269 | $102,604-54.9% | $86,188-46.3% | $139,434-66.8% |
| Participation rate | 63.2% | 74.5%-11.3pp | 69.0%-5.8pp | 80.3%-17.2pp |
| Annual return | 14.15% | 1922.51%-1908.4pp | 1168.45%-1154.3pp | 372.94%-358.8pp |
| Employer contribution / active EE | $51 | $3,032-98.3% | $2,380-97.9% | $4,751-98.9% |
| Participant deferral / active EE | $3,388 | $4,676-27.5% | $3,985-15.0% | $6,710-49.5% |
| Admin fee / account holder | $873 | $8,657-89.9% | $6,852-87.3% | $11,403-92.3% |