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 | $63,666 | $148,534-57.1% | $135,903-53.2% | $139,434-54.3% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 24.98% | 79.19%-54.2pp | 68.23%-43.3pp | 372.94%-348.0pp |
| Employer contribution / active EE | $849 | $5,243-83.8% | $4,856-82.5% | $4,751-82.1% |
| Participant deferral / active EE | $3,290 | $8,100-59.4% | $7,758-57.6% | $6,710-51.0% |
| Admin fee / account holder | $823 | $12,400-93.4% | $10,762-92.4% | $11,403-92.8% |