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 | $65,741 | $71,370-7.9% | $209,409-68.6% | $71,370-7.9% |
| Participation rate | 51.9% | 55.1%-3.2pp | 80.4%-28.4pp | 55.1%-3.2pp |
| Annual return | 20.68% | 15.87%+4.8pp | 159.49%-138.8pp | 15.87%+4.8pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $5,035-100.0% | $1,874-100.0% |
| Participant deferral / active EE | $2,465 | $2,656-7.2% | $4,230-41.7% | $2,656-7.2% |
| Admin fee / account holder | $21,051 | $6,050+247.9% | $16,474+27.8% | $6,050+247.9% |