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 | $174,203 | $118,680+46.8% | $98,907+76.1% | $158,922+9.6% |
| Participation rate | 40.0% | 77.8%-37.8pp | 76.0%-36.0pp | 82.0%-42.0pp |
| Annual return | 14.40% | 372.35%-358.0pp | 196.43%-182.0pp | 302.83%-288.4pp |
| Employer contribution / active EE | $317 | $3,333-90.5% | $2,689-88.2% | $4,761-93.3% |
| Participant deferral / active EE | $2,278 | $5,088-55.2% | $4,244-46.3% | $5,982-61.9% |
| Admin fee / account holder | $6,416 | $10,131-36.7% | $6,642-3.4% | $11,246-42.9% |