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 7-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 | $63,823 | $78,672-18.9% | $109,143-41.5% | $85,850-25.7% |
| Participation rate | 63.5% | 68.3%-4.8pp | 75.9%-12.4pp | 69.3%-5.9pp |
| Annual return | 12.83% | 25.09%-12.3pp | 25.75%-12.9pp | 318.53%-305.7pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,603 | $3,467-24.9% | $4,653-44.1% | $3,952-34.1% |
| Admin fee / account holder | $586 | $5,469-89.3% | $6,752-91.3% | $6,260-90.6% |