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 7-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 | $31,875 | $76,407-58.3% | $150,298-78.8% | $82,448-61.3% |
| Participation rate | 28.4% | 66.4%-38.0pp | 77.8%-49.4pp | 68.1%-39.7pp |
| Annual return | 20.55% | 39.99%-19.4pp | 62.79%-42.2pp | 41.64%-21.1pp |
| Employer contribution / active EE | $215 | $2,614-91.8% | $4,154-94.8% | $2,551-91.6% |
| Participant deferral / active EE | $1,221 | $3,214-62.0% | $5,453-77.6% | $4,139-70.5% |
| Admin fee / account holder | $3,369 | $6,352-47.0% | $14,116-76.1% | $7,234-53.4% |