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 | $42,795 | $108,825-60.7% | $156,181-72.6% | $82,448-48.1% |
| Participation rate | 14.6% | 72.4%-57.7pp | 78.8%-64.2pp | 68.1%-53.4pp |
| Annual return | 18.62% | 20.59%-2.0pp | 64.87%-46.3pp | 41.64%-23.0pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,985 | $4,577-56.6% | $6,132-67.6% | $4,139-52.0% |
| Admin fee / account holder | $776 | $9,341-91.7% | $14,586-94.7% | $7,234-89.3% |