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 | $66,007 | $82,664-20.1% | $125,339-47.3% | $68,494-3.6% |
| Participation rate | 55.6% | 75.0%-19.5pp | 82.4%-26.8pp | 67.9%-12.3pp |
| Annual return | 18.30% | -5.97%+24.3pp | 572.05%-553.8pp | -7.84%+26.1pp |
| Employer contribution / active EE | $673 | $3,381-80.1% | $4,814-86.0% | $2,596-74.1% |
| Participant deferral / active EE | $5,403 | $6,110-11.6% | $7,446-27.4% | $4,027+34.2% |
| Admin fee / account holder | $812 | $6,275-87.1% | $10,010-91.9% | $5,403-85.0% |