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 7-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 | $40,914 | $71,050-42.4% | $93,606-56.3% | $80,856-49.4% |
| Participation rate | 35.8% | 60.4%-24.6pp | 68.7%-32.9pp | 67.6%-31.8pp |
| Annual return | 21.75% | 11.26%+10.5pp | 133.20%-111.5pp | 35.59%-13.8pp |
| Employer contribution / active EE | $1 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,537 | $4,034+37.3% | $4,411+25.5% | $4,296+28.9% |
| Admin fee / account holder | $721 | $6,945-89.6% | $8,285-91.3% | $6,918-89.6% |