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 | $193,793 | $166,020+16.7% | $164,866+17.5% | $145,959+32.8% |
| Participation rate | 44.4% | 82.0%-37.6pp | 78.6%-34.2pp | 80.3%-35.8pp |
| Annual return | 12.70% | 100.08%-87.4pp | 69.97%-57.3pp | 561.95%-549.2pp |
| Employer contribution / active EE | $13 | $5,275-99.8% | $4,343-99.7% | $4,661-99.7% |
| Participant deferral / active EE | $8,131 | $6,961+16.8% | $6,033+34.8% | $6,689+21.6% |
| Admin fee / account holder | $16,878 | $16,644+1.4% | $12,689+33.0% | $13,398+26.0% |