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 9-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 | $105,586 | $93,571+12.8% | $135,903-22.3% | $75,163+40.5% |
| Participation rate | 55.2% | 75.2%-20.0pp | 81.9%-26.7pp | 67.2%-12.0pp |
| Annual return | 28.42% | 30.90%-2.5pp | 68.23%-39.8pp | 160.62%-132.2pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,738 | $6,404-41.6% | $7,758-51.8% | $4,125-9.4% |
| Admin fee / account holder | $5,601 | $6,975-19.7% | $10,762-48.0% | $5,651-0.9% |