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 | $144,680 | $175,202-17.4% | $149,673-3.3% | $139,434+3.8% |
| Participation rate | 38.9% | 83.4%-44.5pp | 78.8%-39.9pp | 80.3%-41.4pp |
| Annual return | 10.95% | 166.71%-155.8pp | 134.42%-123.5pp | 372.94%-362.0pp |
| Employer contribution / active EE | $1,050 | $5,474-80.8% | $4,818-78.2% | $4,751-77.9% |
| Participant deferral / active EE | $8,431 | $6,519+29.3% | $5,680+48.4% | $6,710+25.6% |
| Admin fee / account holder | $19,872 | $16,150+23.0% | $13,210+50.4% | $11,403+74.3% |