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 | $24,346 | $49,922-51.2% | $80,569-69.8% | $75,163-67.6% |
| Participation rate | 50.0% | 55.3%-5.3pp | 67.0%-17.0pp | 67.2%-17.2pp |
| Annual return | 20.50% | 34.69%-14.2pp | 935.43%-914.9pp | 160.62%-140.1pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,523 | $2,990-49.1% | $4,447-65.8% | $4,125-63.1% |
| Admin fee / account holder | $886 | $3,577-75.2% | $5,377-83.5% | $5,651-84.3% |