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 | $70,459 | $198,466-64.5% | $170,442-58.7% | $147,584-52.3% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 21.57% | 257.29%-235.7pp | 205.93%-184.4pp | 578.55%-557.0pp |
| Employer contribution / active EE | $1,305 | $6,184-78.9% | $5,433-76.0% | $4,876-73.2% |
| Participant deferral / active EE | $5,692 | $5,629+1.1% | $4,939+15.2% | $5,439+4.7% |
| Admin fee / account holder | $673 | $16,852-96.0% | $13,880-95.2% | $10,885-93.8% |