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 | $28,603 | $85,202-66.4% | $172,739-83.4% | $72,985-60.8% |
| Participation rate | 55.0% | 70.1%-15.1pp | 82.6%-27.6pp | 69.5%-14.5pp |
| Annual return | 23.65% | 27.32%-3.7pp | 802.84%-779.2pp | 81.00%-57.4pp |
| Employer contribution / active EE | $276 | $3,324-91.7% | $5,143-94.6% | $2,440-88.7% |
| Participant deferral / active EE | $1,461 | $3,260-55.2% | $5,198-71.9% | $3,607-59.5% |
| Admin fee / account holder | $1,146 | $5,884-80.5% | $13,954-91.8% | $5,124-77.6% |