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 8-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 | $48,858 | $102,616-52.4% | $81,983-40.4% | $158,922-69.3% |
| Participation rate | 16.7% | 75.5%-58.9pp | 69.2%-52.6pp | 82.0%-65.3pp |
| Annual return | 10.20% | 61.04%-50.8pp | 41.31%-31.1pp | 302.83%-292.6pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,536 | $4,648-45.4% | $3,722-31.9% | $5,982-57.6% |
| Admin fee / account holder | $313 | $8,235-96.2% | $5,664-94.5% | $11,246-97.2% |