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 | $92,468 | $56,199+64.5% | $67,652+36.7% | $59,632+55.1% |
| Participation rate | 57.5% | 71.5%-14.0pp | 75.7%-18.2pp | 68.7%-11.2pp |
| Annual return | 0.31% | 18505.31%-18505.0pp | 6625.04%-6624.7pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $264 | $1,614-83.7% | $2,266-88.4% | $2,203-88.0% |
| Participant deferral / active EE | $2,740 | $2,844-3.6% | $3,560-23.0% | $3,192-14.1% |
| Admin fee / account holder | $569 | $3,958-85.6% | $4,821-88.2% | $4,297-86.8% |