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 | $68,804 | $99,652-31.0% | $78,778-12.7% | $147,584-53.4% |
| Participation rate | 19.0% | 76.2%-57.2pp | 69.2%-50.1pp | 82.8%-63.8pp |
| Annual return | 1426.70% | 47.28%+1379.4pp | 35.62%+1391.1pp | 578.55%+848.1pp |
| Employer contribution / active EE | $302 | $2,796-89.2% | $1,986-84.8% | $4,876-93.8% |
| Participant deferral / active EE | $1,029 | $3,664-71.9% | $2,958-65.2% | $5,439-81.1% |
| Admin fee / account holder | $1,868 | $7,155-73.9% | $5,134-63.6% | $10,885-82.8% |