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 | $88,149 | $72,012+22.4% | $185,823-52.6% | $79,858+10.4% |
| Participation rate | 21.6% | 65.8%-44.1pp | 78.0%-56.4pp | 69.6%-48.0pp |
| Annual return | 11.71% | 23.12%-11.4pp | 35.95%-24.2pp | 31.71%-20.0pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,619 | $3,779-57.2% | $5,632-71.3% | $3,740-56.7% |
| Admin fee / account holder | $11,310 | $4,513+150.6% | $9,500+19.1% | $5,306+113.1% |