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 7-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 | $148,109 | $209,411-29.3% | $178,490-17.0% | $158,922-6.8% |
| Participation rate | 33.3% | 86.3%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 12.19% | 188.75%-176.6pp | 151.07%-138.9pp | 302.83%-290.6pp |
| Employer contribution / active EE | $483 | $5,706-91.5% | $5,011-90.4% | $4,761-89.9% |
| Participant deferral / active EE | $3,333 | $5,954-44.0% | $5,202-35.9% | $5,982-44.3% |
| Admin fee / account holder | $837 | $17,074-95.1% | $13,984-94.0% | $11,246-92.6% |