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 | $245,138 | $94,031+160.7% | $115,768+111.8% | $82,448+197.3% |
| Participation rate | 58.5% | 70.4%-11.9pp | 74.4%-15.9pp | 68.1%-9.5pp |
| Annual return | 15.39% | 20.61%-5.2pp | 100.46%-85.1pp | 41.64%-26.3pp |
| Employer contribution / active EE | $617 | $2,323-73.5% | $2,940-79.0% | $2,551-75.8% |
| Participant deferral / active EE | $5,618 | $3,972+41.5% | $4,917+14.3% | $4,139+35.7% |
| Admin fee / account holder | $39,045 | $10,249+280.9% | $12,439+213.9% | $7,234+439.7% |