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 | $111,104 | $138,065-19.5% | $123,544-10.1% | $135,375-17.9% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -1.83% | 153.68%-155.5pp | 119.20%-121.0pp | 519.73%-521.6pp |
| Employer contribution / active EE | $660 | $5,151-87.2% | $4,628-85.7% | $4,779-86.2% |
| Participant deferral / active EE | $10,663 | $6,799+56.8% | $6,426+65.9% | $5,609+90.1% |
| Admin fee / account holder | $80,250 | $10,916+635.2% | $9,284+764.4% | $10,827+641.2% |