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 10-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 | $14,657 | $39,122-62.5% | $57,179-74.4% | $62,891-76.7% |
| Participation rate | 54.2% | 70.5%-16.3pp | 75.3%-21.2pp | 69.3%-15.1pp |
| Annual return | 7.00% | 9.23%-2.2pp | 14.59%-7.6pp | 20.14%-13.1pp |
| Employer contribution / active EE | $342 | $1,874-81.7% | $2,682-87.2% | $2,281-85.0% |
| Participant deferral / active EE | $1,434 | $2,374-39.6% | $3,096-53.7% | $3,203-55.2% |
| Admin fee / account holder | $1,960 | $2,592-24.4% | $3,139-37.6% | $4,296-54.4% |