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 | $72,630 | $91,538-20.7% | $129,995-44.1% | $75,163-3.4% |
| Participation rate | 46.4% | 71.4%-25.0pp | 78.5%-32.1pp | 67.2%-20.8pp |
| Annual return | 15.28% | -631.11%+646.4pp | -137.18%+152.5pp | 160.62%-145.3pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,950 | $4,341-55.1% | $5,820-66.5% | $4,125-52.7% |
| Admin fee / account holder | $2,843 | $6,790-58.1% | $10,614-73.2% | $5,651-49.7% |