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 | $29,925 | $72,012-58.4% | $185,823-83.9% | $79,858-62.5% |
| Participation rate | 64.1% | 65.8%-1.7pp | 78.0%-13.9pp | 69.6%-5.5pp |
| Annual return | 13.49% | 23.12%-9.6pp | 35.95%-22.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $232 | $1,965-88.2% | $4,087-94.3% | $2,471-90.6% |
| Participant deferral / active EE | $1,341 | $3,779-64.5% | $5,632-76.2% | $3,740-64.1% |
| Admin fee / account holder | $3,564 | $4,513-21.0% | $9,500-62.5% | $5,306-32.8% |