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 | $32,752 | $232,540-85.9% | $185,117-82.3% | $147,584-77.8% |
| Participation rate | 8.7% | 82.4%-73.7pp | 77.3%-68.6pp | 82.8%-74.1pp |
| Annual return | 9.25% | 43.03%-33.8pp | 40.50%-31.2pp | 578.55%-569.3pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,466 | $5,834-74.9% | $5,045-70.9% | $5,439-73.0% |
| Admin fee / account holder | $1,782 | $10,275-82.7% | $8,159-78.2% | $10,885-83.6% |