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 | $147,614 | $96,305+53.3% | $80,569+83.2% | $139,434+5.9% |
| Participation rate | 68.8% | 73.6%-4.9pp | 67.0%+1.8pp | 80.3%-11.6pp |
| Annual return | 16.96% | 1350.08%-1333.1pp | 935.43%-918.5pp | 372.94%-356.0pp |
| Employer contribution / active EE | $142 | $3,262-95.7% | $2,723-94.8% | $4,751-97.0% |
| Participant deferral / active EE | $2,179 | $5,232-58.3% | $4,447-51.0% | $6,710-67.5% |
| Admin fee / account holder | $7,994 | $6,599+21.2% | $5,377+48.7% | $11,403-29.9% |