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 | $56,288 | $56,629-0.6% | $77,999-27.8% | $55,167+2.0% |
| Participation rate | 49.5% | 73.3%-23.8pp | 75.5%-26.0pp | 69.0%-19.5pp |
| Annual return | 14.69% | 2866.98%-2852.3pp | 425.96%-411.3pp | 169.23%-154.5pp |
| Employer contribution / active EE | $260 | $1,723-84.9% | $2,470-89.5% | $1,963-86.8% |
| Participant deferral / active EE | $2,597 | $2,777-6.5% | $3,497-25.7% | $3,054-15.0% |
| Admin fee / account holder | $1,004 | $467+115.1% | $5,480-81.7% | $504+99.2% |