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 | $208,566 | $86,929+139.9% | $102,423+103.6% | $80,856+157.9% |
| Participation rate | 42.3% | 72.4%-30.1pp | 76.5%-34.2pp | 67.6%-25.3pp |
| Annual return | 16.65% | 18.88%-2.2pp | 29.32%-12.7pp | 35.59%-18.9pp |
| Employer contribution / active EE | $525 | $2,369-77.8% | $3,023-82.6% | $2,755-80.9% |
| Participant deferral / active EE | $3,122 | $4,118-24.2% | $5,053-38.2% | $4,296-27.3% |
| Admin fee / account holder | $41,179 | $8,049+411.6% | $9,451+335.7% | $6,918+495.2% |