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 9-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 | $15,004 | $85,202-82.4% | $172,739-91.3% | $72,985-79.4% |
| Participation rate | 23.1% | 70.1%-47.0pp | 82.6%-59.6pp | 69.5%-46.4pp |
| Annual return | 25.88% | 27.32%-1.4pp | 802.84%-777.0pp | 81.00%-55.1pp |
| Employer contribution / active EE | $305 | $3,324-90.8% | $5,143-94.1% | $2,440-87.5% |
| Participant deferral / active EE | $1,027 | $3,260-68.5% | $5,198-80.2% | $3,607-71.5% |
| Admin fee / account holder | $320 | $5,884-94.6% | $13,954-97.7% | $5,124-93.8% |