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 | $7,247 | $118,427-93.9% | $66,042-89.0% | $142,382-94.9% |
| Participation rate | 45.5% | 68.1%-22.7pp | 67.5%-22.1pp | 80.1%-34.7pp |
| Annual return | 20.26% | 35.57%-15.3pp | 52.11%-31.8pp | 217.08%-196.8pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $1,579-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $995 | $4,311-76.9% | $2,835-64.9% | $6,507-84.7% |
| Admin fee / account holder | $669 | $9,593-93.0% | $5,747-88.4% | $12,624-94.7% |