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 6-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 | $179,780 | $159,602+12.6% | $150,045+19.8% | $142,382+26.3% |
| Participation rate | 21.4% | 84.0%-62.5pp | 82.3%-60.9pp | 80.1%-58.7pp |
| Annual return | 14.69% | 70.24%-55.6pp | 62.55%-47.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $889 | $4,961-82.1% | $4,693-81.1% | $4,299-79.3% |
| Participant deferral / active EE | $3,833 | $8,310-53.9% | $7,997-52.1% | $6,507-41.1% |
| Admin fee / account holder | $6,046 | $14,846-59.3% | $13,435-55.0% | $12,624-52.1% |