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 8-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 | $24,746 | $45,073-45.1% | $69,455-64.4% | $72,985-66.1% |
| Participation rate | 45.1% | 68.5%-23.4pp | 74.6%-29.5pp | 69.5%-24.4pp |
| Annual return | 63.84% | 22.65%+41.2pp | 28.97%+34.9pp | 81.00%-17.2pp |
| Employer contribution / active EE | $177 | $2,054-91.4% | $2,779-93.6% | $2,440-92.7% |
| Participant deferral / active EE | $2,008 | $2,602-22.8% | $3,535-43.2% | $3,607-44.3% |
| Admin fee / account holder | $483 | $3,056-84.2% | $3,839-87.4% | $5,124-90.6% |