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 | $76,900 | $89,248-13.8% | $136,007-43.5% | $74,495+3.2% |
| Participation rate | 38.9% | 69.4%-30.5pp | 76.5%-37.5pp | 67.2%-28.3pp |
| Annual return | 15.87% | 22.76%-6.9pp | 579.32%-563.4pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $443 | $2,838-84.4% | $4,217-89.5% | $2,623-83.1% |
| Participant deferral / active EE | $2,152 | $4,598-53.2% | $7,025-69.4% | $4,346-50.5% |
| Admin fee / account holder | $1,534 | $1,545-0.7% | $6,858-77.6% | $1,942-21.0% |