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 4-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 | $16,612 | $183,519-90.9% | $155,509-89.3% | $145,922-88.6% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 68.60% | 61.17%+7.4pp | 64.67%+3.9pp | 561.29%-492.7pp |
| Employer contribution / active EE | $521 | $5,313-90.2% | $4,672-88.9% | $4,660-88.8% |
| Participant deferral / active EE | $7,284 | $6,462+12.7% | $5,626+29.5% | $6,688+8.9% |
| Admin fee / account holder | $1,370 | $19,313-92.9% | $15,912-91.4% | $13,397-89.8% |