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 | $72,394 | $209,832-65.5% | $189,513-61.8% | $167,490-56.8% |
| Participation rate | 44.4% | 88.7%-44.2pp | 87.8%-43.4pp | 82.1%-37.7pp |
| Annual return | 14.79% | 748.27%-733.5pp | 555.15%-540.4pp | 478.56%-463.8pp |
| Employer contribution / active EE | $593 | $6,914-91.4% | $6,162-90.4% | $4,837-87.7% |
| Participant deferral / active EE | $3,771 | $8,935-57.8% | $8,221-54.1% | $6,341-40.5% |
| Admin fee / account holder | $11,718 | $14,293-18.0% | $12,045-2.7% | $12,309-4.8% |