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 | $43,900 | $105,998-58.6% | $92,233-52.4% | $147,584-70.3% |
| Participation rate | 55.6% | 80.4%-24.9pp | 76.5%-20.9pp | 82.8%-27.3pp |
| Annual return | 16.48% | 50.05%-33.6pp | 176.28%-159.8pp | 578.55%-562.1pp |
| Employer contribution / active EE | $112 | $4,333-97.4% | $3,679-96.9% | $4,876-97.7% |
| Participant deferral / active EE | $1,190 | $4,478-73.4% | $3,897-69.5% | $5,439-78.1% |
| Admin fee / account holder | $1,244 | $6,332-80.4% | $5,194-76.1% | $10,885-88.6% |