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 | $172,782 | $116,175+48.7% | $93,606+84.6% | $152,861+13.0% |
| Participation rate | 35.0% | 78.0%-43.0pp | 75.8%-40.8pp | 82.4%-47.4pp |
| Annual return | 24.56% | 35.96%-11.4pp | 32.76%-8.2pp | 345.32%-320.8pp |
| Employer contribution / active EE | $448 | $3,218-86.1% | $2,718-83.5% | $4,762-90.6% |
| Participant deferral / active EE | $2,403 | $4,603-47.8% | $4,069-40.9% | $5,850-58.9% |
| Admin fee / account holder | $348 | $10,748-96.8% | $7,888-95.6% | $11,596-97.0% |