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 | $147,331 | $52,406+181.1% | $129,207+14.0% | $74,495+97.8% |
| Participation rate | 30.7% | 53.8%-23.1pp | 69.6%-38.9pp | 67.2%-36.5pp |
| Annual return | 20.88% | 15.66%+5.2pp | 9417.33%-9396.4pp | 1364.94%-1344.1pp |
| Employer contribution / active EE | $176 | $1,531-88.5% | $4,153-95.8% | $2,623-93.3% |
| Participant deferral / active EE | $1,832 | $2,794-34.4% | $4,168-56.0% | $4,346-57.8% |
| Admin fee / account holder | $6,327 | $2,633+140.3% | $7,715-18.0% | $1,942+225.9% |