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 | $203,316 | $111,724+82.0% | $93,606+117.2% | $145,922+39.3% |
| Participation rate | 10.5% | 74.2%-63.7pp | 68.7%-58.2pp | 80.3%-69.8pp |
| Annual return | 10.74% | 202.98%-192.2pp | 133.20%-122.5pp | 561.29%-550.5pp |
| Employer contribution / active EE | $398 | $3,090-87.1% | $2,420-83.6% | $4,660-91.5% |
| Participant deferral / active EE | $1,554 | $4,912-68.4% | $4,411-64.8% | $6,688-76.8% |
| Admin fee / account holder | $194,501 | $10,250+1797.6% | $8,285+2247.6% | $13,397+1351.8% |