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 | $21,662 | $64,480-66.4% | $81,382-73.4% | $80,856-73.2% |
| Participation rate | 26.9% | 63.9%-37.0pp | 69.5%-42.6pp | 67.6%-40.8pp |
| Annual return | 11.73% | 16.34%-4.6pp | 24.73%-13.0pp | 35.59%-23.9pp |
| Employer contribution / active EE | $19 | $1,978-99.0% | $2,463-99.2% | $2,755-99.3% |
| Participant deferral / active EE | $1,454 | $3,094-53.0% | $3,883-62.5% | $4,296-66.1% |
| Admin fee / account holder | $17,785 | $5,671+213.6% | $5,768+208.3% | $6,918+157.1% |