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 7-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 | $73,239 | $91,538-20.0% | $129,995-43.7% | $75,163-2.6% |
| Participation rate | 58.1% | 71.4%-13.4pp | 78.5%-20.4pp | 67.2%-9.1pp |
| Annual return | 15.25% | -631.11%+646.4pp | -137.18%+152.4pp | 160.62%-145.4pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,884 | $4,341+58.6% | $5,820+18.3% | $4,125+66.9% |
| Admin fee / account holder | $27,979 | $6,790+312.0% | $10,614+163.6% | $5,651+395.1% |