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 | $118,228 | $150,440-21.4% | $136,294-13.3% | $147,584-19.9% |
| Participation rate | 31.8% | 84.4%-52.6pp | 81.9%-50.1pp | 82.8%-51.0pp |
| Annual return | 16.49% | 1049.08%-1032.6pp | 5155.94%-5139.4pp | 578.55%-562.1pp |
| Employer contribution / active EE | $449 | $5,256-91.5% | $4,695-90.4% | $4,876-90.8% |
| Participant deferral / active EE | $2,666 | $6,630-59.8% | $6,247-57.3% | $5,439-51.0% |
| Admin fee / account holder | $1,688 | $10,905-84.5% | $9,243-81.7% | $10,885-84.5% |