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 | $26,196 | $61,272-57.2% | $149,673-82.5% | $71,457-63.3% |
| Participation rate | 16.7% | 62.5%-45.8pp | 78.8%-62.0pp | 67.9%-51.2pp |
| Annual return | 19.77% | 35.85%-16.1pp | 134.42%-114.6pp | 28.85%-9.1pp |
| Employer contribution / active EE | $289 | $2,378-87.8% | $4,818-94.0% | $2,588-88.8% |
| Participant deferral / active EE | $851 | $2,917-70.8% | $5,680-85.0% | $4,289-80.2% |
| Admin fee / account holder | $5,711 | $1,261+352.8% | $13,210-56.8% | $1,587+259.8% |