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 6-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 | $75,517 | $177,572-57.5% | $154,803-51.2% | $142,382-47.0% |
| Participation rate | 25.0% | 82.1%-57.1pp | 78.1%-53.1pp | 80.1%-55.1pp |
| Annual return | 14.35% | 65.07%-50.7pp | 58.88%-44.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $870 | $4,810-81.9% | $4,305-79.8% | $4,299-79.8% |
| Participant deferral / active EE | $3,970 | $6,272-36.7% | $5,540-28.4% | $6,507-39.0% |
| Admin fee / account holder | $44,778 | $16,786+166.8% | $14,329+212.5% | $12,624+254.7% |