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 | $74,301 | $62,573+18.7% | $85,682-13.3% | $85,850-13.5% |
| Participation rate | 28.6% | 61.1%-32.6pp | 69.9%-41.3pp | 69.3%-40.7pp |
| Annual return | 27.59% | 23.77%+3.8pp | 21.49%+6.1pp | 318.53%-290.9pp |
| Employer contribution / active EE | $164 | $1,757-90.6% | $2,618-93.7% | $2,565-93.6% |
| Participant deferral / active EE | $1,367 | $2,802-51.2% | $3,923-65.2% | $3,952-65.4% |
| Admin fee / account holder | $1,587 | $4,640-65.8% | $6,873-76.9% | $6,260-74.7% |