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 9-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 | $53,640 | $95,416-43.8% | $185,823-71.1% | $85,850-37.5% |
| Participation rate | 35.7% | 68.8%-33.0pp | 81.7%-46.0pp | 69.3%-33.6pp |
| Annual return | 20.66% | 23.59%-2.9pp | 122.05%-101.4pp | 318.53%-297.9pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,552 | $3,423-54.7% | $5,568-72.1% | $3,952-60.7% |
| Admin fee / account holder | $1,856 | $7,213-74.3% | $16,237-88.6% | $6,260-70.4% |