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 | $52,130 | $91,538-43.1% | $129,995-59.9% | $75,163-30.6% |
| Participation rate | 45.9% | 71.4%-25.5pp | 78.5%-32.5pp | 67.2%-21.2pp |
| Annual return | 20.34% | -631.11%+651.5pp | -137.18%+157.5pp | 160.62%-140.3pp |
| Employer contribution / active EE | $379 | $2,845-86.7% | $4,320-91.2% | $2,670-85.8% |
| Participant deferral / active EE | $3,454 | $4,341-20.4% | $5,820-40.6% | $4,125-16.3% |
| Admin fee / account holder | $12,763 | $6,790+88.0% | $10,614+20.2% | $5,651+125.9% |