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 | $18,174 | $81,632-77.7% | $70,449-74.2% | $158,922-88.6% |
| Participation rate | 39.1% | 77.7%-38.6pp | 75.1%-35.9pp | 82.0%-42.8pp |
| Annual return | 8.94% | 208.40%-199.5pp | 109.03%-100.1pp | 302.83%-293.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,136 | $4,554-75.0% | $3,709-69.4% | $5,982-81.0% |
| Admin fee / account holder | $572 | $6,193-90.8% | $3,845-85.1% | $11,246-94.9% |