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 | $52,788 | $202,318-73.9% | $172,739-69.4% | $152,861-65.5% |
| Participation rate | 68.2% | 87.1%-18.9pp | 82.6%-14.5pp | 82.4%-14.3pp |
| Annual return | 19.45% | 1029.65%-1010.2pp | 802.84%-783.4pp | 345.32%-325.9pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,010 | $5,948-49.4% | $5,198-42.1% | $5,850-48.6% |
| Admin fee / account holder | $4,086 | $17,109-76.1% | $13,954-70.7% | $11,596-64.8% |