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 | $67,350 | $112,096-39.9% | $95,952-29.8% | $158,922-57.6% |
| Participation rate | 34.8% | 79.0%-44.2pp | 77.1%-42.3pp | 82.0%-47.2pp |
| Annual return | 11.54% | 171.09%-159.5pp | 91.61%-80.1pp | 302.83%-291.3pp |
| Employer contribution / active EE | $370 | $3,198-88.4% | $2,541-85.4% | $4,761-92.2% |
| Participant deferral / active EE | $2,045 | $4,784-57.3% | $4,167-50.9% | $5,982-65.8% |
| Admin fee / account holder | $16,243 | $10,130+60.3% | $6,795+139.0% | $11,246+44.4% |