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 | $36,720 | $138,044-73.4% | $125,339-70.7% | $134,475-72.7% |
| Participation rate | 42.1% | 84.5%-42.4pp | 82.4%-40.3pp | 81.2%-39.1pp |
| Annual return | -17.85% | 750.33%-768.2pp | 572.05%-589.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $375 | $5,243-92.8% | $4,814-92.2% | $4,740-92.1% |
| Participant deferral / active EE | $3,285 | $7,799-57.9% | $7,446-55.9% | $6,400-48.7% |
| Admin fee / account holder | $1,999 | $11,571-82.7% | $10,010-80.0% | $11,426-82.5% |