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 7-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 | $76,004 | $102,317-25.7% | $146,958-48.3% | $80,856-6.0% |
| Participation rate | 68.3% | 75.8%-7.6pp | 82.2%-13.9pp | 67.6%+0.6pp |
| Annual return | 25.49% | 134.76%-109.3pp | 418.34%-392.8pp | 35.59%-10.1pp |
| Employer contribution / active EE | $75 | $3,713-98.0% | $4,933-98.5% | $2,755-97.3% |
| Participant deferral / active EE | $13,090 | $6,644+97.0% | $8,070+62.2% | $4,296+204.7% |
| Admin fee / account holder | $4,522 | $7,941-43.1% | $12,998-65.2% | $6,918-34.6% |