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 | $79,892 | $91,538-12.7% | $129,995-38.5% | $75,163+6.3% |
| Participation rate | 58.8% | 71.4%-12.7pp | 78.5%-19.7pp | 67.2%-8.4pp |
| Annual return | 15.47% | -631.11%+646.6pp | -137.18%+152.6pp | 160.62%-145.2pp |
| Employer contribution / active EE | $339 | $2,845-88.1% | $4,320-92.1% | $2,670-87.3% |
| Participant deferral / active EE | $2,406 | $4,341-44.6% | $5,820-58.7% | $4,125-41.7% |
| Admin fee / account holder | $4,085 | $6,790-39.8% | $10,614-61.5% | $5,651-27.7% |