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 | $42,284 | $69,977-39.6% | $108,579-61.1% | $62,891-32.8% |
| Participation rate | 62.5% | 72.9%-10.4pp | 79.6%-17.1pp | 69.3%-6.8pp |
| Annual return | 8.76% | 10.73%-2.0pp | -51.70%+60.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,159 | $3,165-31.8% | $4,311-49.9% | $3,203-32.6% |
| Admin fee / account holder | $1,112 | $5,076-78.1% | $7,645-85.5% | $4,296-74.1% |