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 | $178,274 | $53,053+236.0% | $126,539+40.9% | $74,304+139.9% |
| Participation rate | 23.0% | 48.0%-25.0pp | 69.8%-46.8pp | 60.3%-37.4pp |
| Annual return | 19.15% | 29.46%-10.3pp | 425.95%-406.8pp | 29.43%-10.3pp |
| Employer contribution / active EE | $144 | $1,168-87.7% | $3,674-96.1% | $2,241-93.6% |
| Participant deferral / active EE | $1,421 | $2,303-38.3% | $4,083-65.2% | $3,767-62.3% |
| Admin fee / account holder | $3,129 | $3,698-15.4% | $6,065-48.4% | $2,969+5.4% |