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 | $49,801 | $91,538-45.6% | $129,995-61.7% | $75,163-33.7% |
| Participation rate | 43.7% | 71.4%-27.8pp | 78.5%-34.8pp | 67.2%-23.5pp |
| Annual return | 16.78% | -631.11%+647.9pp | -137.18%+154.0pp | 160.62%-143.8pp |
| Employer contribution / active EE | $321 | $2,845-88.7% | $4,320-92.6% | $2,670-88.0% |
| Participant deferral / active EE | $1,888 | $4,341-56.5% | $5,820-67.6% | $4,125-54.2% |
| Admin fee / account holder | $3,686 | $6,790-45.7% | $10,614-65.3% | $5,651-34.8% |