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 | $168,768 | $63,346+166.4% | $92,233+83.0% | $70,131+140.6% |
| Participation rate | 51.5% | 68.7%-17.2pp | 76.5%-25.0pp | 69.5%-18.0pp |
| Annual return | 28.64% | 530.12%-501.5pp | 176.28%-147.6pp | 73.14%-44.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,490 | $2,854+162.5% | $3,897+92.2% | $3,332+124.8% |
| Admin fee / account holder | $7,378 | $3,840+92.1% | $5,194+42.1% | $4,645+58.8% |