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 | $164,766 | $99,640+65.4% | $86,436+90.6% | $134,475+22.5% |
| Participation rate | 42.9% | 82.0%-39.2pp | 80.3%-37.5pp | 81.2%-38.4pp |
| Annual return | -17.76% | 6782.58%-6800.3pp | 4394.89%-4412.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,123 | $7,246-15.5% | $6,952-11.9% | $6,400-4.3% |
| Admin fee / account holder | $1,431 | $8,371-82.9% | $6,731-78.7% | $11,426-87.5% |