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 | $76,906 | $99,985-23.1% | $146,665-47.6% | $85,850-10.4% |
| Participation rate | 63.3% | 73.1%-9.8pp | 80.1%-16.8pp | 69.3%-6.0pp |
| Annual return | 15.14% | 18.93%-3.8pp | 22.74%-7.6pp | 318.53%-303.4pp |
| Employer contribution / active EE | $424 | $2,559-83.4% | $4,136-89.7% | $2,565-83.5% |
| Participant deferral / active EE | $2,466 | $4,006-38.4% | $5,506-55.2% | $3,952-37.6% |
| Admin fee / account holder | $21,268 | $7,702+176.1% | $10,280+106.9% | $6,260+239.8% |