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 9-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 | $69,922 | $159,901-56.3% | $146,958-52.4% | $145,922-52.1% |
| Participation rate | 23.8% | 84.0%-60.2pp | 82.2%-58.3pp | 80.3%-56.5pp |
| Annual return | 11.26% | 98.13%-86.9pp | 418.34%-407.1pp | 561.29%-550.0pp |
| Employer contribution / active EE | $793 | $5,286-85.0% | $4,933-83.9% | $4,660-83.0% |
| Participant deferral / active EE | $3,956 | $8,428-53.1% | $8,070-51.0% | $6,688-40.9% |
| Admin fee / account holder | $39,061 | $15,044+159.6% | $12,998+200.5% | $13,397+191.6% |