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 | $119,155 | $65,041+83.2% | $90,951+31.0% | $79,858+49.2% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.0%-19.0pp | 69.6%-19.6pp |
| Annual return | 14.21% | 30.45%-16.2pp | 134.60%-120.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $139 | $1,247-88.9% | $2,122-93.5% | $2,471-94.4% |
| Participant deferral / active EE | $2,354 | $2,512-6.3% | $3,373-30.2% | $3,740-37.1% |
| Admin fee / account holder | $2,739 | $4,536-39.6% | $5,959-54.0% | $5,306-48.4% |