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 | $118,282 | $209,411-43.5% | $178,490-33.7% | $158,922-25.6% |
| Participation rate | 47.1% | 86.3%-39.3pp | 81.9%-34.9pp | 82.0%-34.9pp |
| Annual return | 18.94% | 188.75%-169.8pp | 151.07%-132.1pp | 302.83%-283.9pp |
| Employer contribution / active EE | $997 | $5,706-82.5% | $5,011-80.1% | $4,761-79.1% |
| Participant deferral / active EE | $4,083 | $5,954-31.4% | $5,202-21.5% | $5,982-31.7% |
| Admin fee / account holder | $1,152 | $17,074-93.3% | $13,984-91.8% | $11,246-89.8% |