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 | $77,115 | $105,998-27.2% | $92,233-16.4% | $147,584-47.7% |
| Participation rate | 52.6% | 80.4%-27.8pp | 76.5%-23.8pp | 82.8%-30.2pp |
| Annual return | 18.62% | 50.05%-31.4pp | 176.28%-157.7pp | 578.55%-559.9pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,068 | $4,478-53.8% | $3,897-46.9% | $5,439-62.0% |
| Admin fee / account holder | $3,811 | $6,332-39.8% | $5,194-26.6% | $10,885-65.0% |