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 | $14,261 | $58,208-75.5% | $81,812-82.6% | $80,856-82.4% |
| Participation rate | 52.5% | 63.4%-10.9pp | 72.3%-19.8pp | 67.6%-15.1pp |
| Annual return | 12.31% | 41.66%-29.3pp | 773.79%-761.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,449 | $3,281-55.8% | $4,319-66.5% | $4,296-66.3% |
| Admin fee / account holder | $3,691 | $4,981-25.9% | $7,386-50.0% | $6,918-46.6% |