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 9-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 | $89,983 | $88,672+1.5% | $105,223-14.5% | $82,448+9.1% |
| Participation rate | 28.6% | 67.9%-39.4pp | 75.0%-46.5pp | 68.1%-39.5pp |
| Annual return | 18.89% | 30.86%-12.0pp | 180.65%-161.8pp | 41.64%-22.7pp |
| Employer contribution / active EE | $761 | $3,048-75.0% | $3,689-79.4% | $2,551-70.2% |
| Participant deferral / active EE | $1,678 | $4,036-58.4% | $5,072-66.9% | $4,139-59.5% |
| Admin fee / account holder | $3,858 | $7,146-46.0% | $8,859-56.5% | $7,234-46.7% |