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 | $109,129 | $102,604+6.4% | $86,188+26.6% | $139,434-21.7% |
| Participation rate | 46.7% | 74.5%-27.8pp | 69.0%-22.3pp | 80.3%-33.7pp |
| Annual return | 10.01% | 1922.51%-1912.5pp | 1168.45%-1158.4pp | 372.94%-362.9pp |
| Employer contribution / active EE | $191 | $3,032-93.7% | $2,380-92.0% | $4,751-96.0% |
| Participant deferral / active EE | $3,066 | $4,676-34.4% | $3,985-23.1% | $6,710-54.3% |
| Admin fee / account holder | $28,589 | $8,657+230.3% | $6,852+317.3% | $11,403+150.7% |