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 5-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 | $26,224 | $62,127-57.8% | $81,382-67.8% | $74,495-64.8% |
| Participation rate | 26.9% | 64.0%-37.1pp | 69.5%-42.6pp | 67.2%-40.3pp |
| Annual return | 47.78% | 16.48%+31.3pp | 24.73%+23.0pp | 1364.94%-1317.2pp |
| Employer contribution / active EE | $271 | $1,882-85.6% | $2,463-89.0% | $2,623-89.7% |
| Participant deferral / active EE | $1,582 | $3,229-51.0% | $3,883-59.3% | $4,346-63.6% |
| Admin fee / account holder | $2,880 | $1,934+48.9% | $5,768-50.1% | $1,942+48.3% |