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 | $188,318 | $96,305+95.5% | $80,569+133.7% | $139,434+35.1% |
| Participation rate | 40.0% | 73.6%-33.6pp | 67.0%-27.0pp | 80.3%-40.3pp |
| Annual return | 12.34% | 1350.08%-1337.7pp | 935.43%-923.1pp | 372.94%-360.6pp |
| Employer contribution / active EE | $380 | $3,262-88.3% | $2,723-86.0% | $4,751-92.0% |
| Participant deferral / active EE | $1,053 | $5,232-79.9% | $4,447-76.3% | $6,710-84.3% |
| Admin fee / account holder | $23,815 | $6,599+260.9% | $5,377+342.9% | $11,403+108.9% |