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 4-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 | $23,627 | $95,561-75.3% | $77,163-69.4% | $139,434-83.1% |
| Participation rate | 12.5% | 73.9%-61.4pp | 69.6%-57.1pp | 80.3%-67.8pp |
| Annual return | 67.26% | 54.92%+12.3pp | 37.87%+29.4pp | 372.94%-305.7pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,147 | $4,624-75.2% | $3,833-70.1% | $6,710-82.9% |
| Admin fee / account holder | $2,396 | $8,295-71.1% | $5,472-56.2% | $11,403-79.0% |