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 | $76,324 | $106,543-28.4% | $91,220-16.3% | $134,475-43.2% |
| Participation rate | 35.0% | 76.8%-41.8pp | 73.2%-38.2pp | 81.2%-46.2pp |
| Annual return | -19.61% | 160.60%-180.2pp | 114.01%-133.6pp | 417.96%-437.6pp |
| Employer contribution / active EE | $195 | $3,331-94.1% | $2,850-93.2% | $4,740-95.9% |
| Participant deferral / active EE | $1,034 | $4,719-78.1% | $4,234-75.6% | $6,400-83.8% |
| Admin fee / account holder | $2,725 | $6,231-56.3% | $5,420-49.7% | $11,426-76.2% |