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 | $27,849 | $150,440-81.5% | $136,294-79.6% | $147,584-81.1% |
| Participation rate | 34.8% | 84.4%-49.6pp | 81.9%-47.1pp | 82.8%-48.0pp |
| Annual return | 20.92% | 1049.08%-1028.2pp | 5155.94%-5135.0pp | 578.55%-557.6pp |
| Employer contribution / active EE | $100 | $5,256-98.1% | $4,695-97.9% | $4,876-97.9% |
| Participant deferral / active EE | $2,479 | $6,630-62.6% | $6,247-60.3% | $5,439-54.4% |
| Admin fee / account holder | $5,915 | $10,905-45.8% | $9,243-36.0% | $10,885-45.7% |