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 | $96,747 | $58,926+64.2% | $97,226-0.5% | $74,495+29.9% |
| Participation rate | 22.8% | 63.5%-40.7pp | 72.7%-49.9pp | 67.2%-44.4pp |
| Annual return | 13.84% | 16.04%-2.2pp | 75.13%-61.3pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $222 | $1,894-88.3% | $2,729-91.9% | $2,623-91.5% |
| Participant deferral / active EE | $2,284 | $3,664-37.7% | $4,264-46.4% | $4,346-47.4% |
| Admin fee / account holder | $17,002 | $1,974+761.4% | $5,654+200.7% | $1,942+775.6% |