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 | $74,927+205.0% | $101,794+124.5% | $84,808+169.5% |
| Participation rate | 59.5% | 61.4%-1.9pp | 69.2%-9.7pp | 68.3%-8.9pp |
| Annual return | 16.47% | 18.70%-2.2pp | 30.53%-14.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,437 | $3,099+43.2% | $4,084+8.6% | $4,212+5.4% |
| Admin fee / account holder | $3,311 | $6,514-49.2% | $8,777-62.3% | $7,344-54.9% |