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 | $142,184 | $102,317+39.0% | $146,958-3.2% | $80,856+75.8% |
| Participation rate | 51.7% | 75.8%-24.1pp | 82.2%-30.4pp | 67.6%-15.9pp |
| Annual return | 23.31% | 134.76%-111.5pp | 418.34%-395.0pp | 35.59%-12.3pp |
| Employer contribution / active EE | $802 | $3,713-78.4% | $4,933-83.8% | $2,755-70.9% |
| Participant deferral / active EE | $4,286 | $6,644-35.5% | $8,070-46.9% | $4,296-0.2% |
| Admin fee / account holder | $10,776 | $7,941+35.7% | $12,998-17.1% | $6,918+55.8% |