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 | $117,857 | $105,126+12.1% | $94,646+24.5% | $139,434-15.5% |
| Participation rate | 68.2% | 82.4%-14.2pp | 80.8%-12.6pp | 80.3%-12.1pp |
| Annual return | 19.80% | 38.03%-18.2pp | 156.71%-136.9pp | 372.94%-353.1pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,387 | $7,599-68.6% | $7,418-67.8% | $6,710-64.4% |
| Admin fee / account holder | $3,524 | $8,984-60.8% | $7,231-51.3% | $11,403-69.1% |