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 | $59,000 | $138,347-57.4% | $184,203-68.0% | $80,856-27.0% |
| Participation rate | 66.7% | 83.9%-17.2pp | 86.8%-20.2pp | 67.6%-1.0pp |
| Annual return | 26.69% | 20.02%+6.7pp | 28.81%-2.1pp | 35.59%-8.9pp |
| Employer contribution / active EE | $1,378 | $4,850-71.6% | $6,427-78.6% | $2,755-50.0% |
| Participant deferral / active EE | $4,650 | $7,071-34.2% | $9,131-49.1% | $4,296+8.2% |
| Admin fee / account holder | $6,125 | $10,483-41.6% | $13,901-55.9% | $6,918-11.5% |