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 | $61,670 | $54,701+12.7% | $86,188-28.4% | $71,457-13.7% |
| Participation rate | 66.7% | 60.1%+6.6pp | 69.0%-2.3pp | 67.9%-1.3pp |
| Annual return | 18.96% | 20.06%-1.1pp | 1168.45%-1149.5pp | 28.85%-9.9pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,327 | $3,108+39.2% | $3,985+8.6% | $4,289+0.9% |
| Admin fee / account holder | $7,609 | $1,922+296.0% | $6,852+11.1% | $1,587+379.4% |