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 6-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 | $27,657 | $99,020-72.1% | $86,590-68.1% | $147,584-81.3% |
| Participation rate | 36.4% | 76.3%-40.0pp | 73.5%-37.2pp | 82.8%-46.5pp |
| Annual return | 14.00% | 1312.34%-1298.3pp | 964.84%-950.8pp | 578.55%-564.5pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,004 | $3,972-49.5% | $3,609-44.5% | $5,439-63.1% |
| Admin fee / account holder | $6,699 | $5,710+17.3% | $4,906+36.6% | $10,885-38.5% |