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 | $36,920 | $89,355-58.7% | $141,162-73.8% | $72,985-49.4% |
| Participation rate | 53.2% | 75.1%-21.9pp | 82.5%-29.3pp | 69.5%-16.3pp |
| Annual return | 21.30% | 111.85%-90.5pp | 71.39%-50.1pp | 81.00%-59.7pp |
| Employer contribution / active EE | $444 | $3,114-85.7% | $4,735-90.6% | $2,440-81.8% |
| Participant deferral / active EE | $2,727 | $5,418-49.7% | $6,709-59.3% | $3,607-24.4% |
| Admin fee / account holder | $2,826 | $5,958-52.6% | $10,261-72.5% | $5,124-44.8% |