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 | $153,405 | $112,096+36.9% | $95,952+59.9% | $158,922-3.5% |
| Participation rate | 58.3% | 79.0%-20.6pp | 77.1%-18.7pp | 82.0%-23.6pp |
| Annual return | 16.06% | 171.09%-155.0pp | 91.61%-75.6pp | 302.83%-286.8pp |
| Employer contribution / active EE | $320 | $3,198-90.0% | $2,541-87.4% | $4,761-93.3% |
| Participant deferral / active EE | $3,204 | $4,784-33.0% | $4,167-23.1% | $5,982-46.4% |
| Admin fee / account holder | $1,607 | $10,130-84.1% | $6,795-76.4% | $11,246-85.7% |