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 | $80,939 | $79,944+1.2% | $98,439-17.8% | $75,163+7.7% |
| Participation rate | 51.2% | 70.4%-19.2pp | 75.2%-23.9pp | 67.2%-16.0pp |
| Annual return | 20.14% | 19.75%+0.4pp | 21.16%-1.0pp | 160.62%-140.5pp |
| Employer contribution / active EE | $84 | $2,264-96.3% | $3,048-97.2% | $2,670-96.9% |
| Participant deferral / active EE | $1,757 | $3,752-53.2% | $4,738-62.9% | $4,125-57.4% |
| Admin fee / account holder | $3,577 | $6,840-47.7% | $8,948-60.0% | $5,651-36.7% |