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 | $99,681 | $166,020-40.0% | $164,866-39.5% | $145,959-31.7% |
| Participation rate | 35.3% | 82.0%-46.7pp | 78.6%-43.3pp | 80.3%-45.0pp |
| Annual return | 10.82% | 100.08%-89.3pp | 69.97%-59.1pp | 561.95%-551.1pp |
| Employer contribution / active EE | $1,050 | $5,275-80.1% | $4,343-75.8% | $4,661-77.5% |
| Participant deferral / active EE | $2,262 | $6,961-67.5% | $6,033-62.5% | $6,689-66.2% |
| Admin fee / account holder | $23,231 | $16,644+39.6% | $12,689+83.1% | $13,398+73.4% |