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 | $98,809 | $106,890-7.6% | $84,015+17.6% | $152,861-35.4% |
| Participation rate | 56.3% | 75.2%-19.0pp | 69.0%-12.8pp | 82.4%-26.2pp |
| Annual return | 16.32% | 104.99%-88.7pp | 71.31%-55.0pp | 345.32%-329.0pp |
| Employer contribution / active EE | $263 | $2,734-90.4% | $1,983-86.7% | $4,762-94.5% |
| Participant deferral / active EE | $3,039 | $4,011-24.2% | $3,239-6.2% | $5,850-48.1% |
| Admin fee / account holder | $46,998 | $8,285+467.3% | $6,101+670.4% | $11,596+305.3% |