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 | $173,792 | $107,334+61.9% | $92,893+87.1% | $152,861+13.7% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.4%-49.1pp |
| Annual return | 15.84% | 145.58%-129.7pp | 109.41%-93.6pp | 345.32%-329.5pp |
| Employer contribution / active EE | $713 | $4,221-83.1% | $3,653-80.5% | $4,762-85.0% |
| Participant deferral / active EE | $2,366 | $4,845-51.2% | $4,236-44.2% | $5,850-59.6% |
| Admin fee / account holder | $818 | $7,079-88.5% | $5,794-85.9% | $11,596-93.0% |