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 | $97,174 | $99,985-2.8% | $146,665-33.7% | $85,850+13.2% |
| Participation rate | 62.3% | 73.1%-10.8pp | 80.1%-17.8pp | 69.3%-7.1pp |
| Annual return | 18.09% | 18.93%-0.8pp | 22.74%-4.7pp | 318.53%-300.4pp |
| Employer contribution / active EE | $272 | $2,559-89.4% | $4,136-93.4% | $2,565-89.4% |
| Participant deferral / active EE | $1,978 | $4,006-50.6% | $5,506-64.1% | $3,952-49.9% |
| Admin fee / account holder | $2,974 | $7,702-61.4% | $10,280-71.1% | $6,260-52.5% |