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 | $104,572 | $180,449-42.0% | $154,107-32.1% | $135,375-22.8% |
| Participation rate | 35.0% | 87.4%-52.4pp | 83.0%-48.0pp | 82.6%-47.6pp |
| Annual return | -2.65% | 888.09%-890.7pp | 735.12%-737.8pp | 519.73%-522.4pp |
| Employer contribution / active EE | $427 | $6,035-92.9% | $5,298-91.9% | $4,779-91.1% |
| Participant deferral / active EE | $2,145 | $5,806-63.1% | $5,081-57.8% | $5,609-61.8% |
| Admin fee / account holder | $8,145 | $16,143-49.5% | $13,411-39.3% | $10,827-24.8% |