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 | $19,230 | $72,071-73.3% | $68,368-71.9% | $137,256-86.0% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.8%-36.3pp | 80.0%-42.5pp |
| Annual return | 26.25% | 353.14%-326.9pp | 292.57%-266.3pp | 220.34%-194.1pp |
| Employer contribution / active EE | $273 | $2,788-90.2% | $2,649-89.7% | $4,156-93.4% |
| Participant deferral / active EE | $5,049 | $4,410+14.5% | $4,123+22.5% | $6,407-21.2% |
| Admin fee / account holder | $1,211 | $5,336-77.3% | $5,150-76.5% | $12,270-90.1% |