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 | $112,479 | $88,083+27.7% | $164,813-31.8% | $74,495+51.0% |
| Participation rate | 49.1% | 73.0%-23.9pp | 78.6%-29.5pp | 67.2%-18.1pp |
| Annual return | 22.67% | 17.26%+5.4pp | 69.93%-47.3pp | 1364.94%-1342.3pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $6,744 | $4,498+49.9% | $6,031+11.8% | $4,346+55.2% |
| Admin fee / account holder | $9,698 | $2,234+334.2% | $12,690-23.6% | $1,942+399.4% |