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 8-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 | $77,310 | $110,257-29.9% | $96,544-19.9% | $139,434-44.6% |
| Participation rate | 27.8% | 78.1%-50.3pp | 76.0%-48.2pp | 80.3%-52.5pp |
| Annual return | 13.53% | 26.32%-12.8pp | 25.84%-12.3pp | 372.94%-359.4pp |
| Employer contribution / active EE | $512 | $3,620-85.9% | $2,965-82.7% | $4,751-89.2% |
| Participant deferral / active EE | $4,642 | $5,548-16.3% | $4,851-4.3% | $6,710-30.8% |
| Admin fee / account holder | $805 | $11,591-93.1% | $8,252-90.3% | $11,403-92.9% |