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 | $12,196 | $44,960-72.9% | $84,966-85.6% | $74,495-83.6% |
| Participation rate | 32.5% | 49.4%-16.8pp | 67.5%-35.0pp | 67.2%-34.7pp |
| Annual return | 11.45% | 26.24%-14.8pp | 66.38%-54.9pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,727-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $810 | $2,731-70.3% | $4,519-82.1% | $4,346-81.4% |
| Admin fee / account holder | $393 | $2,209-82.2% | $6,149-93.6% | $1,942-79.7% |