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 8-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 | $51,577 | $99,640-48.2% | $86,436-40.3% | $134,475-61.6% |
| Participation rate | 18.2% | 82.0%-63.9pp | 80.3%-62.1pp | 81.2%-63.0pp |
| Annual return | -20.89% | 6782.58%-6803.5pp | 4394.89%-4415.8pp | 417.96%-438.9pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,988 | $7,246-58.8% | $6,952-57.0% | $6,400-53.3% |
| Admin fee / account holder | $786 | $8,371-90.6% | $6,731-88.3% | $11,426-93.1% |