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 | $46,507 | $76,738-39.4% | $56,411-17.6% | $145,922-68.1% |
| Participation rate | 27.3% | 63.2%-35.9pp | 52.5%-25.2pp | 80.3%-53.0pp |
| Annual return | 18.26% | 2994.23%-2976.0pp | 1701.33%-1683.1pp | 561.29%-543.0pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,140 | $2,623-56.5% | $1,952-41.6% | $6,688-83.0% |
| Admin fee / account holder | $15,997 | $3,334+379.9% | $2,829+465.5% | $13,397+19.4% |