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 | $66,969 | $47,944+39.7% | $67,834-1.3% | $62,891+6.5% |
| Participation rate | 60.3% | 61.1%-0.8pp | 68.8%-8.5pp | 69.3%-9.0pp |
| Annual return | 14.19% | 11.77%+2.4pp | 138.47%-124.3pp | 20.14%-6.0pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,911 | $2,247+29.6% | $3,160-7.9% | $3,203-9.1% |
| Admin fee / account holder | $5,336 | $3,712+43.8% | $4,622+15.5% | $4,296+24.2% |