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 | $37,625 | $97,757-61.5% | $83,848-55.1% | $135,375-72.2% |
| Participation rate | 27.3% | 80.0%-52.7pp | 76.1%-48.9pp | 82.6%-55.4pp |
| Annual return | -4.57% | 1287.37%-1291.9pp | 850.88%-855.4pp | 519.73%-524.3pp |
| Employer contribution / active EE | $497 | $4,222-88.2% | $3,631-86.3% | $4,779-89.6% |
| Participant deferral / active EE | $1,297 | $4,682-72.3% | $4,082-68.2% | $5,609-76.9% |
| Admin fee / account holder | $2,037 | $6,674-69.5% | $5,478-62.8% | $10,827-81.2% |