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 | $104,292 | $185,822-43.9% | $169,993-38.6% | $139,434-25.2% |
| Participation rate | 0.0% | 87.8%-87.8pp | 87.0%-87.0pp | 80.3%-80.3pp |
| Annual return | 12.02% | 60.50%-48.5pp | 53.37%-41.4pp | 372.94%-360.9pp |
| Employer contribution / active EE | $891 | $7,590-88.3% | $6,785-86.9% | $4,751-81.2% |
| Participant deferral / active EE | $3,839 | $11,622-67.0% | $10,408-63.1% | $6,710-42.8% |
| Admin fee / account holder | $132,498 | $15,381+761.5% | $12,815+933.9% | $11,403+1062.0% |