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 | $55,180 | $95,266-42.1% | $82,389-33.0% | $142,382-61.2% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.5%-69.5pp | 80.1%-80.1pp |
| Annual return | 13.30% | 25.74%-12.4pp | 28.67%-15.4pp | 217.08%-203.8pp |
| Employer contribution / active EE | $132 | $2,991-95.6% | $2,517-94.8% | $4,299-96.9% |
| Participant deferral / active EE | $1,318 | $4,809-72.6% | $4,155-68.3% | $6,507-79.7% |
| Admin fee / account holder | $35,571 | $8,563+315.4% | $7,231+391.9% | $12,624+181.8% |