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 | $67,729 | $85,766-21.0% | $136,294-50.3% | $70,131-3.4% |
| Participation rate | 67.6% | 74.2%-6.5pp | 81.9%-14.3pp | 69.5%-1.9pp |
| Annual return | 20.54% | 31.45%-10.9pp | 5155.94%-5135.4pp | 73.14%-52.6pp |
| Employer contribution / active EE | $326 | $2,966-89.0% | $4,695-93.1% | $2,342-86.1% |
| Participant deferral / active EE | $3,393 | $5,051-32.8% | $6,247-45.7% | $3,332+1.8% |
| Admin fee / account holder | $770 | $5,420-85.8% | $9,243-91.7% | $4,645-83.4% |