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 | $200,876 | $106,515+88.6% | $96,683+107.8% | $139,434+44.1% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 16.64% | 38.43%-21.8pp | 35.69%-19.1pp | 372.94%-356.3pp |
| Employer contribution / active EE | $551 | $4,103-86.6% | $3,737-85.3% | $4,751-88.4% |
| Participant deferral / active EE | $4,037 | $5,454-26.0% | $4,878-17.2% | $6,710-39.8% |
| Admin fee / account holder | $4,312 | $7,877-45.3% | $6,730-35.9% | $11,403-62.2% |