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 | $24,519 | $99,020-75.2% | $86,590-71.7% | $147,584-83.4% |
| Participation rate | 58.8% | 76.3%-17.5pp | 73.5%-14.7pp | 82.8%-24.0pp |
| Annual return | 17.43% | 1312.34%-1294.9pp | 964.84%-947.4pp | 578.55%-561.1pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,151 | $3,972-71.0% | $3,609-68.1% | $5,439-78.8% |
| Admin fee / account holder | $1,300 | $5,710-77.2% | $4,906-73.5% | $10,885-88.1% |