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 | $228,532 | $73,787+209.7% | $98,716+131.5% | $82,448+177.2% |
| Participation rate | 59.5% | 61.4%-1.9pp | 69.3%-9.8pp | 68.1%-8.6pp |
| Annual return | 16.47% | 18.57%-2.1pp | 31.81%-15.3pp | 41.64%-25.2pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,437 | $3,081+44.0% | $4,048+9.6% | $4,139+7.2% |
| Admin fee / account holder | $3,311 | $6,500-49.1% | $8,703-62.0% | $7,234-54.2% |