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 | $64,879 | $46,553+39.4% | $64,056+1.3% | $75,163-13.7% |
| Participation rate | 27.0% | 65.9%-38.9pp | 72.3%-45.3pp | 67.2%-40.2pp |
| Annual return | 13.85% | 26.03%-12.2pp | 33.69%-19.8pp | 160.62%-146.8pp |
| Employer contribution / active EE | $244 | $1,974-87.6% | $2,747-91.1% | $2,670-90.9% |
| Participant deferral / active EE | $891 | $2,837-68.6% | $3,880-77.0% | $4,125-78.4% |
| Admin fee / account holder | $302 | $2,952-89.8% | $3,068-90.1% | $5,651-94.7% |