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 | $64,683 | $84,695-23.6% | $73,843-12.4% | $125,391-48.4% |
| Participation rate | 41.7% | 76.8%-35.1pp | 73.4%-31.8pp | 83.2%-41.5pp |
| Annual return | 1.35% | 3123.53%-3122.2pp | 2267.84%-2266.5pp | 282.22%-280.9pp |
| Employer contribution / active EE | $36 | $3,123-98.8% | $2,787-98.7% | $4,866-99.3% |
| Participant deferral / active EE | $2,334 | $3,992-41.5% | $3,583-34.9% | $5,352-56.4% |
| Admin fee / account holder | $4,173 | $5,691-26.7% | $4,880-14.5% | $9,540-56.3% |