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 | $96,759 | $49,922+93.8% | $80,569+20.1% | $75,163+28.7% |
| Participation rate | 17.9% | 55.3%-37.4pp | 67.0%-49.1pp | 67.2%-49.3pp |
| Annual return | 24.18% | 34.69%-10.5pp | 935.43%-911.3pp | 160.62%-136.4pp |
| Employer contribution / active EE | $174 | $1,698-89.8% | $2,723-93.6% | $2,670-93.5% |
| Participant deferral / active EE | $774 | $2,990-74.1% | $4,447-82.6% | $4,125-81.2% |
| Admin fee / account holder | $27,475 | $3,577+668.1% | $5,377+411.0% | $5,651+386.2% |