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 | $36,698 | $80,717-54.5% | $154,803-76.3% | $84,808-56.7% |
| Participation rate | 42.6% | 66.8%-24.2pp | 78.1%-35.4pp | 68.3%-25.7pp |
| Annual return | 17.86% | 37.96%-20.1pp | 58.88%-41.0pp | 40.90%-23.0pp |
| Employer contribution / active EE | $292 | $2,761-89.4% | $4,305-93.2% | $2,631-88.9% |
| Participant deferral / active EE | $1,167 | $3,303-64.7% | $5,540-78.9% | $4,212-72.3% |
| Admin fee / account holder | $1,217 | $6,746-82.0% | $14,329-91.5% | $7,344-83.4% |