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 | $119,609 | $105,998+12.8% | $92,233+29.7% | $147,584-19.0% |
| Participation rate | 41.7% | 80.4%-38.7pp | 76.5%-34.8pp | 82.8%-41.2pp |
| Annual return | 14.88% | 50.05%-35.2pp | 176.28%-161.4pp | 578.55%-563.7pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,951 | $4,478-56.4% | $3,897-49.9% | $5,439-64.1% |
| Admin fee / account holder | $12,307 | $6,332+94.4% | $5,194+137.0% | $10,885+13.1% |