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 4-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 | $63,858 | $214,378-70.2% | $200,582-68.2% | $142,382-55.2% |
| Participation rate | 53.3% | 87.4%-34.1pp | 86.9%-33.6pp | 80.1%-26.8pp |
| Annual return | 20.81% | 46.41%-25.6pp | 42.33%-21.5pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,222 | $6,841-82.1% | $6,419-81.0% | $4,299-71.6% |
| Participant deferral / active EE | $3,247 | $9,865-67.1% | $9,331-65.2% | $6,507-50.1% |
| Admin fee / account holder | $4,936 | $17,692-72.1% | $16,305-69.7% | $12,624-60.9% |