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 | $164,508 | $165,984-0.9% | $164,813-0.2% | $145,922+12.7% |
| Participation rate | 27.3% | 82.0%-54.7pp | 78.6%-51.3pp | 80.3%-53.0pp |
| Annual return | 10.07% | 100.03%-90.0pp | 69.93%-59.9pp | 561.29%-551.2pp |
| Employer contribution / active EE | $699 | $5,273-86.7% | $4,341-83.9% | $4,660-85.0% |
| Participant deferral / active EE | $5,668 | $6,959-18.5% | $6,031-6.0% | $6,688-15.2% |
| Admin fee / account holder | $2,635 | $16,648-84.2% | $12,690-79.2% | $13,397-80.3% |