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 8-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 | $34,323 | $70,587-51.4% | $124,672-72.5% | $85,850-60.0% |
| Participation rate | 40.7% | 64.4%-23.7pp | 74.6%-33.9pp | 69.3%-28.6pp |
| Annual return | 13.40% | 20688.83%-20675.4pp | 5142.93%-5129.5pp | 318.53%-305.1pp |
| Employer contribution / active EE | $480 | $1,913-74.9% | $3,324-85.6% | $2,565-81.3% |
| Participant deferral / active EE | $1,178 | $2,969-60.3% | $4,614-74.5% | $3,952-70.2% |
| Admin fee / account holder | $2,580 | $5,282-51.2% | $7,493-65.6% | $6,260-58.8% |