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 | $29,391 | $48,795-39.8% | $65,493-55.1% | $84,808-65.3% |
| Participation rate | 27.7% | 67.0%-39.3pp | 73.1%-45.4pp | 68.3%-40.6pp |
| Annual return | 20.49% | 20.20%+0.3pp | 982.45%-962.0pp | 40.90%-20.4pp |
| Employer contribution / active EE | $144 | $1,930-92.5% | $2,574-94.4% | $2,631-94.5% |
| Participant deferral / active EE | $993 | $2,928-66.1% | $3,961-74.9% | $4,212-76.4% |
| Admin fee / account holder | $1,487 | $3,877-61.7% | $5,028-70.4% | $7,344-79.8% |