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 3-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 | $26,883 | $89,753-70.0% | $107,525-75.0% | $84,808-68.3% |
| Participation rate | 20.7% | 68.1%-47.4pp | 75.1%-54.4pp | 68.3%-47.6pp |
| Annual return | 18.42% | 29.48%-11.1pp | 181.32%-162.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,810 | $4,056-30.7% | $5,116-45.1% | $4,212-33.3% |
| Admin fee / account holder | $10,319 | $7,222+42.9% | $8,919+15.7% | $7,344+40.5% |