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 | $103,513 | $102,382+1.1% | $147,005-29.6% | $80,874+28.0% |
| Participation rate | 45.3% | 75.8%-30.6pp | 82.2%-36.9pp | 67.6%-22.4pp |
| Annual return | 20.09% | 134.89%-114.8pp | 418.76%-398.7pp | 35.62%-15.5pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,886 | $6,646-41.5% | $8,070-51.8% | $4,297-9.6% |
| Admin fee / account holder | $5,869 | $7,942-26.1% | $13,006-54.9% | $6,935-15.4% |