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 7-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 | $53,208 | $127,065-58.1% | $113,168-53.0% | $142,382-62.6% |
| Participation rate | 64.3% | 79.2%-14.9pp | 76.6%-12.3pp | 80.1%-15.8pp |
| Annual return | 15.51% | 24.03%-8.5pp | 24.27%-8.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $364 | $3,442-89.4% | $2,975-87.8% | $4,299-91.5% |
| Participant deferral / active EE | $3,792 | $5,716-33.7% | $5,107-25.8% | $6,507-41.7% |
| Admin fee / account holder | $20,009 | $15,736+27.2% | $12,068+65.8% | $12,624+58.5% |