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 | $9,440 | $67,823-86.1% | $52,425-82.0% | $137,256-93.1% |
| Participation rate | 41.7% | 63.9%-22.2pp | 55.6%-14.0pp | 80.0%-38.3pp |
| Annual return | 17.54% | 219.11%-201.6pp | 302.12%-284.6pp | 220.34%-202.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $550 | $2,288-76.0% | $1,790-69.3% | $6,407-91.4% |
| Admin fee / account holder | $1,606 | $2,844-43.5% | $2,495-35.6% | $12,270-86.9% |