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 | $117,722 | $74,927+57.1% | $101,794+15.6% | $84,808+38.8% |
| Participation rate | 67.1% | 61.4%+5.7pp | 69.2%-2.1pp | 68.3%-1.3pp |
| Annual return | 19.82% | 18.70%+1.1pp | 30.53%-10.7pp | 40.90%-21.1pp |
| Employer contribution / active EE | $46 | $1,522-97.0% | $2,289-98.0% | $2,631-98.3% |
| Participant deferral / active EE | $6,481 | $3,099+109.1% | $4,084+58.7% | $4,212+53.9% |
| Admin fee / account holder | $7,601 | $6,514+16.7% | $8,777-13.4% | $7,344+3.5% |