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 | $24,903 | $47,105-47.1% | $68,368-63.6% | $67,986-63.4% |
| Participation rate | 24.4% | 51.8%-27.4pp | 73.8%-49.3pp | 57.2%-32.8pp |
| Annual return | 46.97% | 48.37%-1.4pp | 292.57%-245.6pp | 31.67%+15.3pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $861 | $2,374-63.7% | $4,123-79.1% | $3,358-74.4% |
| Admin fee / account holder | $1,168 | $2,435-52.0% | $5,150-77.3% | $3,203-63.5% |