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 6-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 | $29,875 | $159,901-81.3% | $146,958-79.7% | $145,922-79.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 17.35% | 98.13%-80.8pp | 418.34%-401.0pp | 561.29%-543.9pp |
| Employer contribution / active EE | $503 | $5,286-90.5% | $4,933-89.8% | $4,660-89.2% |
| Participant deferral / active EE | $4,390 | $8,428-47.9% | $8,070-45.6% | $6,688-34.4% |
| Admin fee / account holder | $686 | $15,044-95.4% | $12,998-94.7% | $13,397-94.9% |