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 | $80,518 | $99,079-18.7% | $77,999+3.2% | $273,961-70.6% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.5%-18.4pp | 83.0%-25.9pp |
| Annual return | 6.06% | 217.93%-211.9pp | 425.96%-419.9pp | 41.45%-35.4pp |
| Employer contribution / active EE | $248 | $3,308-92.5% | $2,470-89.9% | $4,869-94.9% |
| Participant deferral / active EE | $1,290 | $4,306-70.0% | $3,497-63.1% | $5,287-75.6% |
| Admin fee / account holder | $938 | $8,954-89.5% | $5,480-82.9% | $10,132-90.7% |