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 | $172,886 | $157,256+9.9% | $141,162+22.5% | $152,861+13.1% |
| Participation rate | 69.2% | 84.8%-15.6pp | 82.5%-13.2pp | 82.4%-13.2pp |
| Annual return | 30.86% | 64.32%-33.5pp | 71.39%-40.5pp | 345.32%-314.5pp |
| Employer contribution / active EE | $627 | $5,261-88.1% | $4,735-86.8% | $4,762-86.8% |
| Participant deferral / active EE | $9,336 | $7,109+31.3% | $6,709+39.2% | $5,850+59.6% |
| Admin fee / account holder | $4,265 | $12,120-64.8% | $10,261-58.4% | $11,596-63.2% |