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 | $99,876 | $58,512+70.7% | $84,015+18.9% | $72,985+36.8% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.0%-19.0pp | 69.5%-19.5pp |
| Annual return | 21.12% | 28.93%-7.8pp | 71.31%-50.2pp | 81.00%-59.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,167 | $2,394+32.3% | $3,239-2.2% | $3,607-12.2% |
| Admin fee / account holder | $22,846 | $4,569+400.0% | $6,101+274.5% | $5,124+345.8% |