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 9-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 | $52,414 | $58,926-11.1% | $97,226-46.1% | $74,495-29.6% |
| Participation rate | 38.0% | 63.5%-25.5pp | 72.7%-34.7pp | 67.2%-29.2pp |
| Annual return | 17.44% | 16.04%+1.4pp | 75.13%-57.7pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $205 | $1,894-89.2% | $2,729-92.5% | $2,623-92.2% |
| Participant deferral / active EE | $4,664 | $3,664+27.3% | $4,264+9.4% | $4,346+7.3% |
| Admin fee / account holder | $1,985 | $1,974+0.6% | $5,654-64.9% | $1,942+2.2% |