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 | $23,171 | $45,035-48.5% | $62,995-63.2% | $70,131-67.0% |
| Participation rate | 27.0% | 69.5%-42.5pp | 74.8%-47.8pp | 69.5%-42.5pp |
| Annual return | 17.26% | 18.76%-1.5pp | 87.57%-70.3pp | 73.14%-55.9pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,309 | $2,465-46.9% | $3,329-60.7% | $3,332-60.7% |
| Admin fee / account holder | $994 | $2,834-64.9% | $3,600-72.4% | $4,645-78.6% |