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 | $85,583 | $202,318-57.7% | $172,739-50.5% | $152,861-44.0% |
| Participation rate | 37.5% | 87.1%-49.6pp | 82.6%-45.1pp | 82.4%-44.9pp |
| Annual return | 21.49% | 1029.65%-1008.2pp | 802.84%-781.4pp | 345.32%-323.8pp |
| Employer contribution / active EE | $838 | $5,856-85.7% | $5,143-83.7% | $4,762-82.4% |
| Participant deferral / active EE | $5,006 | $5,948-15.8% | $5,198-3.7% | $5,850-14.4% |
| Admin fee / account holder | $1,308 | $17,109-92.4% | $13,954-90.6% | $11,596-88.7% |