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 | $91,924 | $202,318-54.6% | $172,739-46.8% | $152,861-39.9% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 21.58% | 1029.65%-1008.1pp | 802.84%-781.3pp | 345.32%-323.7pp |
| Employer contribution / active EE | $796 | $5,856-86.4% | $5,143-84.5% | $4,762-83.3% |
| Participant deferral / active EE | $11,150 | $5,948+87.5% | $5,198+114.5% | $5,850+90.6% |
| Admin fee / account holder | $7,356 | $17,109-57.0% | $13,954-47.3% | $11,596-36.6% |