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 6-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 | $71,637 | $72,071-0.6% | $68,368+4.8% | $137,256-47.8% |
| Participation rate | 7.1% | 76.2%-69.1pp | 73.8%-66.6pp | 80.0%-72.8pp |
| Annual return | 16.85% | 353.14%-336.3pp | 292.57%-275.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $308 | $2,788-89.0% | $2,649-88.4% | $4,156-92.6% |
| Participant deferral / active EE | $769 | $4,410-82.6% | $4,123-81.4% | $6,407-88.0% |
| Admin fee / account holder | $756 | $5,336-85.8% | $5,150-85.3% | $12,270-93.8% |