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 8-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 | $14,290 | $74,888-80.9% | $71,209-79.9% | $142,382-90.0% |
| Participation rate | 9.5% | 76.2%-66.7pp | 73.8%-64.2pp | 80.1%-70.6pp |
| Annual return | 65.87% | 345.14%-279.3pp | 282.51%-216.6pp | 217.08%-151.2pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,277 | $4,454-71.3% | $4,175-69.4% | $6,507-80.4% |
| Admin fee / account holder | $1,320 | $5,568-76.3% | $5,349-75.3% | $12,624-89.5% |