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 | $81,897 | $99,985-18.1% | $146,665-44.2% | $85,850-4.6% |
| Participation rate | 52.6% | 73.1%-20.4pp | 80.1%-27.4pp | 69.3%-16.7pp |
| Annual return | 13.18% | 18.93%-5.8pp | 22.74%-9.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $444 | $2,559-82.7% | $4,136-89.3% | $2,565-82.7% |
| Participant deferral / active EE | $3,914 | $4,006-2.3% | $5,506-28.9% | $3,952-1.0% |
| Admin fee / account holder | $2,491 | $7,702-67.7% | $10,280-75.8% | $6,260-60.2% |