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 | $40,824 | $153,772-73.5% | $133,980-69.5% | $273,961-85.1% |
| Participation rate | 43.8% | 88.4%-44.6pp | 87.1%-43.3pp | 83.0%-39.3pp |
| Annual return | 0.00% | 36.51%-36.5pp | 29.30%-29.3pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,275 | $6,029-78.9% | $5,211-75.5% | $4,869-73.8% |
| Participant deferral / active EE | $3,030 | $6,958-56.5% | $6,282-51.8% | $5,287-42.7% |
| Admin fee / account holder | $642 | $11,765-94.5% | $9,324-93.1% | $10,132-93.7% |