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 9-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 | $40,974 | $70,428-41.8% | $96,562-57.6% | $85,850-52.3% |
| Participation rate | 17.8% | 61.8%-44.0pp | 69.8%-52.0pp | 69.3%-51.5pp |
| Annual return | 15.09% | 18.59%-3.5pp | 37.78%-22.7pp | 318.53%-303.4pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,957 | $2,894-32.4% | $3,849-49.2% | $3,952-50.5% |
| Admin fee / account holder | $2,563 | $4,997-48.7% | $6,181-58.5% | $6,260-59.0% |