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 | $80,516 | $65,041+23.8% | $90,951-11.5% | $79,858+0.8% |
| Participation rate | 41.3% | 61.6%-20.3pp | 69.0%-27.7pp | 69.6%-28.3pp |
| Annual return | 11.45% | 30.45%-19.0pp | 134.60%-123.2pp | 31.71%-20.3pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,091 | $2,512+23.1% | $3,373-8.4% | $3,740-17.4% |
| Admin fee / account holder | $4,297 | $4,536-5.3% | $5,959-27.9% | $5,306-19.0% |