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 8-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 | $27,152 | $57,016-52.4% | $84,966-68.0% | $80,856-66.4% |
| Participation rate | 39.3% | 56.3%-17.1pp | 67.5%-28.2pp | 67.6%-28.4pp |
| Annual return | 20.19% | 21.66%-1.5pp | 66.38%-46.2pp | 35.59%-15.4pp |
| Employer contribution / active EE | $216 | $1,798-88.0% | $2,727-92.1% | $2,755-92.2% |
| Participant deferral / active EE | $3,399 | $3,110+9.3% | $4,519-24.8% | $4,296-20.9% |
| Admin fee / account holder | $13,001 | $4,980+161.0% | $6,149+111.4% | $6,918+87.9% |