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 | $19,688 | $60,022-67.2% | $88,946-77.9% | $84,808-76.8% |
| Participation rate | 35.5% | 57.8%-22.4pp | 68.8%-33.4pp | 68.3%-32.8pp |
| Annual return | 17.84% | 22.43%-4.6pp | 57.82%-40.0pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1 | $1,703-99.9% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,432 | $3,114-54.0% | $4,581-68.7% | $4,212-66.0% |
| Admin fee / account holder | $765 | $4,811-84.1% | $8,261-90.7% | $7,344-89.6% |