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 | $227,320 | $198,466+14.5% | $170,442+33.4% | $147,584+54.0% |
| Participation rate | 25.0% | 88.0%-63.0pp | 83.6%-58.6pp | 82.8%-57.8pp |
| Annual return | 743.67% | 257.29%+486.4pp | 205.93%+537.7pp | 578.55%+165.1pp |
| Employer contribution / active EE | $1,139 | $6,184-81.6% | $5,433-79.0% | $4,876-76.7% |
| Participant deferral / active EE | $4,500 | $5,629-20.1% | $4,939-8.9% | $5,439-17.3% |
| Admin fee / account holder | $1,250 | $16,852-92.6% | $13,880-91.0% | $10,885-88.5% |