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 | $156,725 | $154,117+1.7% | $129,995+20.6% | $139,434+12.4% |
| Participation rate | 69.2% | 82.0%-12.7pp | 78.5%-9.3pp | 80.3%-11.1pp |
| Annual return | 14.20% | 32.48%-18.3pp | -137.18%+151.4pp | 372.94%-358.7pp |
| Employer contribution / active EE | $1,034 | $5,289-80.5% | $4,320-76.1% | $4,751-78.2% |
| Participant deferral / active EE | $4,624 | $6,710-31.1% | $5,820-20.6% | $6,710-31.1% |
| Admin fee / account holder | $1,860 | $14,007-86.7% | $10,614-82.5% | $11,403-83.7% |