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 | $152,133 | $100,852+50.8% | $90,404+68.3% | $158,922-4.3% |
| Participation rate | 30.0% | 75.0%-45.0pp | 72.7%-42.7pp | 82.0%-52.0pp |
| Annual return | 10.52% | 1724.20%-1713.7pp | 1293.02%-1282.5pp | 302.83%-292.3pp |
| Employer contribution / active EE | $136 | $3,689-96.3% | $3,262-95.8% | $4,761-97.1% |
| Participant deferral / active EE | $1,529 | $4,348-64.8% | $3,963-61.4% | $5,982-74.4% |
| Admin fee / account holder | $1,503 | $6,501-76.9% | $5,611-73.2% | $11,246-86.6% |