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 | $126,179 | $86,929+45.2% | $102,423+23.2% | $80,856+56.1% |
| Participation rate | 48.3% | 72.4%-24.0pp | 76.5%-28.2pp | 67.6%-19.3pp |
| Annual return | 19.44% | 18.88%+0.6pp | 29.32%-9.9pp | 35.59%-16.2pp |
| Employer contribution / active EE | $546 | $2,369-77.0% | $3,023-81.9% | $2,755-80.2% |
| Participant deferral / active EE | $4,438 | $4,118+7.8% | $5,053-12.2% | $4,296+3.3% |
| Admin fee / account holder | $17,756 | $8,049+120.6% | $9,451+87.9% | $6,918+156.7% |