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 | $32,630 | $102,547-68.2% | $78,210-58.3% | $147,584-77.9% |
| Participation rate | 42.9% | 74.4%-31.6pp | 68.7%-25.9pp | 82.8%-40.0pp |
| Annual return | 12.48% | 51.08%-38.6pp | 40.90%-28.4pp | 578.55%-566.1pp |
| Employer contribution / active EE | $0 | $2,617-100.0% | $2,034-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $818 | $3,481-76.5% | $2,823-71.0% | $5,439-85.0% |
| Admin fee / account holder | $10,257 | $5,059+102.7% | $3,758+172.9% | $10,885-5.8% |