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 | $78,946 | $79,171-0.3% | $102,423-22.9% | $74,495+6.0% |
| Participation rate | 52.1% | 74.8%-22.7pp | 76.5%-24.4pp | 67.2%-15.1pp |
| Annual return | 11.23% | 54.93%-43.7pp | 29.32%-18.1pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $356 | $2,362-84.9% | $3,023-88.2% | $2,623-86.4% |
| Participant deferral / active EE | $2,376 | $4,415-46.2% | $5,053-53.0% | $4,346-45.3% |
| Admin fee / account holder | $21,648 | $2,001+982.0% | $9,451+129.1% | $1,942+1014.9% |