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 | $122,519 | $86,944+40.9% | $107,525+13.9% | $74,304+64.9% |
| Participation rate | 55.0% | 59.6%-4.6pp | 75.1%-20.1pp | 60.3%-5.3pp |
| Annual return | 15.52% | 23.52%-8.0pp | 181.32%-165.8pp | 29.43%-13.9pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,914 | $3,554+38.2% | $5,116-4.0% | $3,767+30.4% |
| Admin fee / account holder | $12,841 | $3,727+244.6% | $8,919+44.0% | $2,969+332.5% |