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 | $227,031 | $152,509+48.9% | $117,472+93.3% | $134,475+68.8% |
| Participation rate | 68.8% | 77.1%-8.3pp | 70.6%-1.8pp | 81.2%-12.5pp |
| Annual return | -17.58% | 52.99%-70.6pp | 29.74%-47.3pp | 417.96%-435.5pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $7,271 | $4,818+50.9% | $4,070+78.6% | $6,400+13.6% |
| Admin fee / account holder | $2,431 | $7,004-65.3% | $5,645-56.9% | $11,426-78.7% |