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 | $49,969 | $58,512-14.6% | $84,015-40.5% | $72,985-31.5% |
| Participation rate | 61.2% | 61.2%0pp | 69.0%-7.8pp | 69.5%-8.3pp |
| Annual return | 16.57% | 28.93%-12.4pp | 71.31%-54.7pp | 81.00%-64.4pp |
| Employer contribution / active EE | $18 | $1,163-98.4% | $1,983-99.1% | $2,440-99.2% |
| Participant deferral / active EE | $2,730 | $2,394+14.1% | $3,239-15.7% | $3,607-24.3% |
| Admin fee / account holder | $2,277 | $4,569-50.2% | $6,101-62.7% | $5,124-55.6% |