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 9-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 | $201,588 | $98,750+104.1% | $149,696+34.7% | $79,858+152.4% |
| Participation rate | 59.5% | 75.8%-16.2pp | 82.5%-23.0pp | 69.6%-10.1pp |
| Annual return | 17.16% | 27.43%-10.3pp | 276.60%-259.4pp | 31.71%-14.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,846 | $5,680-32.3% | $6,842-43.8% | $3,740+2.8% |
| Admin fee / account holder | $4,315 | $6,053-28.7% | $9,309-53.6% | $5,306-18.7% |