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 | $23,901 | $58,828-59.4% | $77,999-69.4% | $62,891-62.0% |
| Participation rate | 58.8% | 71.1%-12.2pp | 75.5%-16.7pp | 69.3%-10.5pp |
| Annual return | 7.59% | 17.16%-9.6pp | 425.96%-418.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,874 | $2,686-30.2% | $3,497-46.4% | $3,203-41.5% |
| Admin fee / account holder | $1,038 | $4,393-76.4% | $5,480-81.1% | $4,296-75.8% |