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 | $166,465 | $148,978+11.7% | $200,582-17.0% | $84,808+96.3% |
| Participation rate | 58.5% | 84.2%-25.7pp | 86.9%-28.4pp | 68.3%-9.8pp |
| Annual return | 15.44% | 28.16%-12.7pp | 42.33%-26.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,442 | $4,815-70.1% | $6,419-77.5% | $2,631-45.2% |
| Participant deferral / active EE | $6,068 | $7,142-15.0% | $9,331-35.0% | $4,212+44.1% |
| Admin fee / account holder | $19,222 | $13,977+37.5% | $16,305+17.9% | $7,344+161.7% |