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 | $208,148 | $99,985+108.2% | $146,665+41.9% | $85,850+142.5% |
| Participation rate | 65.8% | 73.1%-7.3pp | 80.1%-14.3pp | 69.3%-3.5pp |
| Annual return | 19.71% | 18.93%+0.8pp | 22.74%-3.0pp | 318.53%-298.8pp |
| Employer contribution / active EE | $524 | $2,559-79.5% | $4,136-87.3% | $2,565-79.6% |
| Participant deferral / active EE | $7,547 | $4,006+88.4% | $5,506+37.1% | $3,952+91.0% |
| Admin fee / account holder | $1,163 | $7,702-84.9% | $10,280-88.7% | $6,260-81.4% |