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 | $71,019 | $114,047-37.7% | $96,139-26.1% | $167,490-57.6% |
| Participation rate | 14.3% | 75.1%-60.8pp | 68.4%-54.2pp | 82.1%-67.8pp |
| Annual return | 14.85% | 189.88%-175.0pp | 191.94%-177.1pp | 478.56%-463.7pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,797-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,313 | $5,194-36.2% | $4,349-23.8% | $6,341-47.8% |
| Admin fee / account holder | $18,356 | $6,897+166.2% | $5,537+231.5% | $12,309+49.1% |