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 6-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 | $32,327 | $142,344-77.3% | $119,609-73.0% | $134,475-76.0% |
| Participation rate | 57.1% | 82.8%-25.7pp | 79.3%-22.1pp | 81.2%-24.1pp |
| Annual return | 17.29% | -12.44%+29.7pp | -14.97%+32.3pp | 417.96%-400.7pp |
| Employer contribution / active EE | $533 | $5,222-89.8% | $4,232-87.4% | $4,740-88.8% |
| Participant deferral / active EE | $8,971 | $6,469+38.7% | $5,602+60.1% | $6,400+40.2% |
| Admin fee / account holder | $12,275 | $13,584-9.6% | $10,323+18.9% | $11,426+7.4% |