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 5-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 | $43,251 | $183,519-76.4% | $155,509-72.2% | $145,922-70.4% |
| Participation rate | 21.4% | 82.7%-61.2pp | 78.2%-56.8pp | 80.3%-58.8pp |
| Annual return | 10.57% | 61.17%-50.6pp | 64.67%-54.1pp | 561.29%-550.7pp |
| Employer contribution / active EE | $315 | $5,313-94.1% | $4,672-93.3% | $4,660-93.3% |
| Participant deferral / active EE | $1,929 | $6,462-70.2% | $5,626-65.7% | $6,688-71.2% |
| Admin fee / account holder | $621 | $19,313-96.8% | $15,912-96.1% | $13,397-95.4% |