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 | $111,148 | $63,346+75.5% | $92,233+20.5% | $70,131+58.5% |
| Participation rate | 60.0% | 68.7%-8.7pp | 76.5%-16.5pp | 69.5%-9.5pp |
| Annual return | 14.87% | 530.12%-515.2pp | 176.28%-161.4pp | 73.14%-58.3pp |
| Employer contribution / active EE | $452 | $2,471-81.7% | $3,679-87.7% | $2,342-80.7% |
| Participant deferral / active EE | $2,067 | $2,854-27.6% | $3,897-47.0% | $3,332-38.0% |
| Admin fee / account holder | $416 | $3,840-89.2% | $5,194-92.0% | $4,645-91.0% |