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 | $81,035 | $135,635-40.3% | $110,238-26.5% | $135,375-40.1% |
| Participation rate | 52.2% | 83.5%-31.3pp | 79.8%-27.6pp | 82.6%-30.5pp |
| Annual return | -5.66% | 513.19%-518.8pp | 314.74%-320.4pp | 519.73%-525.4pp |
| Employer contribution / active EE | $0 | $4,906-100.0% | $3,826-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,946 | $5,506-10.2% | $4,672+5.9% | $5,609-11.8% |
| Admin fee / account holder | $26,940 | $11,457+135.1% | $8,547+215.2% | $10,827+148.8% |