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 | $131,794 | $53,777+145.1% | $134,143-1.8% | $79,858+65.0% |
| Participation rate | 46.9% | 58.8%-11.9pp | 72.2%-25.3pp | 69.6%-22.8pp |
| Annual return | 12.25% | 19.01%-6.8pp | 36.33%-24.1pp | 31.71%-19.5pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,227 | $2,420+239.9% | $3,499+135.1% | $3,740+120.0% |
| Admin fee / account holder | $1,174 | $3,984-70.5% | $6,684-82.4% | $5,306-77.9% |