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 | $137,898 | $63,346+117.7% | $92,233+49.5% | $70,131+96.6% |
| Participation rate | 52.9% | 68.7%-15.7pp | 76.5%-23.5pp | 69.5%-16.6pp |
| Annual return | 21.47% | 530.12%-508.6pp | 176.28%-154.8pp | 73.14%-51.7pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,224 | $2,854+13.0% | $3,897-17.3% | $3,332-3.2% |
| Admin fee / account holder | $1,154 | $3,840-70.0% | $5,194-77.8% | $4,645-75.2% |