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 | $18,508 | $45,073-58.9% | $69,455-73.4% | $72,985-74.6% |
| Participation rate | 55.3% | 68.5%-13.2pp | 74.6%-19.3pp | 69.5%-14.2pp |
| Annual return | 11.55% | 22.65%-11.1pp | 28.97%-17.4pp | 81.00%-69.5pp |
| Employer contribution / active EE | $241 | $2,054-88.3% | $2,779-91.3% | $2,440-90.1% |
| Participant deferral / active EE | $1,296 | $2,602-50.2% | $3,535-63.3% | $3,607-64.1% |
| Admin fee / account holder | $405 | $3,056-86.7% | $3,839-89.4% | $5,124-92.1% |