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 | $69,153 | $52,519+31.7% | $155,790-55.6% | $59,632+16.0% |
| Participation rate | 36.3% | 61.7%-25.5pp | 76.1%-39.8pp | 68.7%-32.4pp |
| Annual return | -1.30% | 53.51%-54.8pp | 71.54%-72.8pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,836-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,607 | $3,084-47.9% | $4,797-66.5% | $3,192-49.6% |
| Admin fee / account holder | $859 | $3,540-75.7% | $7,478-88.5% | $4,297-80.0% |