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 | $74,734 | $138,065-45.9% | $123,544-39.5% | $135,375-44.8% |
| Participation rate | 68.8% | 84.7%-16.0pp | 82.3%-13.5pp | 82.6%-13.9pp |
| Annual return | -5.37% | 153.68%-159.1pp | 119.20%-124.6pp | 519.73%-525.1pp |
| Employer contribution / active EE | $318 | $5,151-93.8% | $4,628-93.1% | $4,779-93.4% |
| Participant deferral / active EE | $3,176 | $6,799-53.3% | $6,426-50.6% | $5,609-43.4% |
| Admin fee / account holder | $39,845 | $10,916+265.0% | $9,284+329.2% | $10,827+268.0% |