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 10-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 | $218,151 | $150,187+45.3% | $120,354+81.3% | $145,922+49.5% |
| Participation rate | 60.0% | 78.8%-18.8pp | 71.9%-11.9pp | 80.3%-20.3pp |
| Annual return | 14.20% | 154.07%-139.9pp | 107.15%-92.9pp | 561.29%-547.1pp |
| Employer contribution / active EE | $742 | $4,348-82.9% | $3,463-78.6% | $4,660-84.1% |
| Participant deferral / active EE | $3,050 | $6,173-50.6% | $4,991-38.9% | $6,688-54.4% |
| Admin fee / account holder | $1,440 | $12,207-88.2% | $9,423-84.7% | $13,397-89.3% |