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 | $142,719 | $165,335-13.7% | $149,696-4.7% | $158,922-10.2% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 11.16% | 348.15%-337.0pp | 276.60%-265.4pp | 302.83%-291.7pp |
| Employer contribution / active EE | $346 | $5,103-93.2% | $4,644-92.6% | $4,761-92.7% |
| Participant deferral / active EE | $7,779 | $7,181+8.3% | $6,842+13.7% | $5,982+30.0% |
| Admin fee / account holder | $1,618 | $10,807-85.0% | $9,309-82.6% | $11,246-85.6% |