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 | $98,803 | $80,968+22.0% | $96,544+2.3% | $75,163+31.5% |
| Participation rate | 46.8% | 71.8%-25.0pp | 76.0%-29.2pp | 67.2%-20.4pp |
| Annual return | 15.12% | 27.06%-11.9pp | 25.84%-10.7pp | 160.62%-145.5pp |
| Employer contribution / active EE | $406 | $2,282-82.2% | $2,965-86.3% | $2,670-84.8% |
| Participant deferral / active EE | $2,331 | $3,928-40.7% | $4,851-51.9% | $4,125-43.5% |
| Admin fee / account holder | $2,997 | $6,724-55.4% | $8,252-63.7% | $5,651-47.0% |