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 | $199,228 | $63,764+212.4% | $81,930+143.2% | $79,858+149.5% |
| Participation rate | 24.4% | 67.5%-43.1pp | 72.0%-47.6pp | 69.6%-45.2pp |
| Annual return | 13.22% | 22.66%-9.4pp | 29.49%-16.3pp | 31.71%-18.5pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,872 | $2,780-32.7% | $7,107-73.7% | $3,740-49.9% |
| Admin fee / account holder | $46,424 | $4,426+948.8% | $5,158+800.0% | $5,306+774.9% |