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 | $117,776 | $150,187-21.6% | $120,354-2.1% | $145,922-19.3% |
| Participation rate | 20.0% | 78.8%-58.8pp | 71.9%-51.9pp | 80.3%-60.3pp |
| Annual return | 10.77% | 154.07%-143.3pp | 107.15%-96.4pp | 561.29%-550.5pp |
| Employer contribution / active EE | $0 | $4,348-100.0% | $3,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,139 | $6,173-16.8% | $4,991+3.0% | $6,688-23.2% |
| Admin fee / account holder | $330,981 | $12,207+2611.4% | $9,423+3412.5% | $13,397+2370.6% |