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 7-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 | $144,905 | $109,413+32.4% | $156,263-7.3% | $84,808+70.9% |
| Participation rate | 58.6% | 72.7%-14.1pp | 78.9%-20.3pp | 68.3%-9.7pp |
| Annual return | 12.53% | 20.18%-7.6pp | 59.47%-46.9pp | 40.90%-28.4pp |
| Employer contribution / active EE | $662 | $2,907-77.2% | $4,333-84.7% | $2,631-74.8% |
| Participant deferral / active EE | $3,337 | $4,590-27.3% | $6,158-45.8% | $4,212-20.8% |
| Admin fee / account holder | $1,413 | $9,357-84.9% | $14,255-90.1% | $7,344-80.8% |