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 | $51,953 | $73,787-29.6% | $98,716-47.4% | $82,448-37.0% |
| Participation rate | 49.0% | 61.4%-12.4pp | 69.3%-20.3pp | 68.1%-19.0pp |
| Annual return | 13.01% | 18.57%-5.6pp | 31.81%-18.8pp | 41.64%-28.6pp |
| Employer contribution / active EE | $313 | $1,511-79.3% | $2,279-86.2% | $2,551-87.7% |
| Participant deferral / active EE | $1,362 | $3,081-55.8% | $4,048-66.3% | $4,139-67.1% |
| Admin fee / account holder | $1,934 | $6,500-70.2% | $8,703-77.8% | $7,234-73.3% |