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 | $73,397 | $114,047-35.6% | $96,139-23.7% | $167,490-56.2% |
| Participation rate | 68.4% | 75.1%-6.6pp | 68.4%0pp | 82.1%-13.7pp |
| Annual return | 19.41% | 189.88%-170.5pp | 191.94%-172.5pp | 478.56%-459.1pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,797-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,878 | $5,194+13.2% | $4,349+35.2% | $6,341-7.3% |
| Admin fee / account holder | $1,082 | $6,897-84.3% | $5,537-80.5% | $12,309-91.2% |