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 | $35,832 | $49,227-27.2% | $70,449-49.1% | $79,858-55.1% |
| Participation rate | 36.7% | 69.2%-32.5pp | 75.1%-38.4pp | 69.6%-33.0pp |
| Annual return | 7.45% | 30.06%-22.6pp | 109.03%-101.6pp | 31.71%-24.3pp |
| Employer contribution / active EE | $157 | $2,099-92.5% | $2,737-94.3% | $2,471-93.6% |
| Participant deferral / active EE | $1,003 | $2,768-63.8% | $3,709-73.0% | $3,740-73.2% |
| Admin fee / account holder | $1,329 | $2,878-53.8% | $3,845-65.4% | $5,306-74.9% |