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 | $48,061 | $48,0460% | $84,611-43.2% | $72,985-34.1% |
| Participation rate | 65.5% | 57.6%+7.9pp | 68.2%-2.7pp | 69.5%-4.0pp |
| Annual return | 26.81% | 37.38%-10.6pp | 258.74%-231.9pp | 81.00%-54.2pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,823 | $2,680+42.6% | $3,899-2.0% | $3,607+6.0% |
| Admin fee / account holder | $1,019 | $3,395-70.0% | $4,912-79.2% | $5,124-80.1% |