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 | $28,700 | $80,717-64.4% | $154,803-81.5% | $84,808-66.2% |
| Participation rate | 28.6% | 66.8%-38.2pp | 78.1%-49.5pp | 68.3%-39.7pp |
| Annual return | 15.32% | 37.96%-22.6pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $321 | $2,761-88.4% | $4,305-92.6% | $2,631-87.8% |
| Participant deferral / active EE | $1,192 | $3,303-63.9% | $5,540-78.5% | $4,212-71.7% |
| Admin fee / account holder | $743 | $6,746-89.0% | $14,329-94.8% | $7,344-89.9% |