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 | $14,236 | $106,515-86.6% | $96,683-85.3% | $139,434-89.8% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 16.73% | 38.43%-21.7pp | 35.69%-19.0pp | 372.94%-356.2pp |
| Employer contribution / active EE | $220 | $4,103-94.6% | $3,737-94.1% | $4,751-95.4% |
| Participant deferral / active EE | $1,908 | $5,454-65.0% | $4,878-60.9% | $6,710-71.6% |
| Admin fee / account holder | $1,926 | $7,877-75.5% | $6,730-71.4% | $11,403-83.1% |