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 | $138,950 | $183,519-24.3% | $155,509-10.6% | $145,922-4.8% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.0pp | 80.3%-23.1pp |
| Annual return | 22.64% | 61.17%-38.5pp | 64.67%-42.0pp | 561.29%-538.6pp |
| Employer contribution / active EE | $495 | $5,313-90.7% | $4,672-89.4% | $4,660-89.4% |
| Participant deferral / active EE | $7,070 | $6,462+9.4% | $5,626+25.7% | $6,688+5.7% |
| Admin fee / account holder | $944 | $19,313-95.1% | $15,912-94.1% | $13,397-93.0% |