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 | $160,281 | $198,466-19.2% | $170,442-6.0% | $147,584+8.6% |
| Participation rate | 47.4% | 88.0%-40.6pp | 83.6%-36.2pp | 82.8%-35.5pp |
| Annual return | 16.58% | 257.29%-240.7pp | 205.93%-189.4pp | 578.55%-562.0pp |
| Employer contribution / active EE | $364 | $6,184-94.1% | $5,433-93.3% | $4,876-92.5% |
| Participant deferral / active EE | $3,865 | $5,629-31.3% | $4,939-21.7% | $5,439-28.9% |
| Admin fee / account holder | $1,773 | $16,852-89.5% | $13,880-87.2% | $10,885-83.7% |