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 | $45,656 | $198,466-77.0% | $170,442-73.2% | $147,584-69.1% |
| Participation rate | 44.4% | 88.0%-43.5pp | 83.6%-39.2pp | 82.8%-38.4pp |
| Annual return | 9.91% | 257.29%-247.4pp | 205.93%-196.0pp | 578.55%-568.6pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,564 | $5,629-54.5% | $4,939-48.1% | $5,439-52.9% |
| Admin fee / account holder | $1,009 | $16,852-94.0% | $13,880-92.7% | $10,885-90.7% |