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 | $114,101 | $83,477+36.7% | $125,175-8.8% | $72,985+56.3% |
| Participation rate | 48.2% | 73.3%-25.1pp | 79.8%-31.6pp | 69.5%-21.3pp |
| Annual return | 17.89% | 25.78%-7.9pp | 43.79%-25.9pp | 81.00%-63.1pp |
| Employer contribution / active EE | $406 | $2,345-82.7% | $3,865-89.5% | $2,440-83.4% |
| Participant deferral / active EE | $2,678 | $3,585-25.3% | $4,937-45.8% | $3,607-25.8% |
| Admin fee / account holder | $655 | $5,517-88.1% | $9,702-93.2% | $5,124-87.2% |