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 4-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 | $9,893 | $52,353-81.1% | $120,225-91.8% | $82,448-88.0% |
| Participation rate | 68.9% | 58.3%+10.6pp | 69.6%-0.7pp | 68.1%+0.8pp |
| Annual return | 28.09% | 61.85%-33.8pp | 439.23%-411.1pp | 41.64%-13.6pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,472 | $2,627+32.2% | $3,999-13.2% | $4,139-16.1% |
| Admin fee / account holder | $1,276 | $4,363-70.8% | $5,696-77.6% | $7,234-82.4% |