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 | $125,930 | $89,355+40.9% | $141,162-10.8% | $72,985+72.5% |
| Participation rate | 54.1% | 75.1%-21.0pp | 82.5%-28.4pp | 69.5%-15.4pp |
| Annual return | 33.80% | 111.85%-78.1pp | 71.39%-37.6pp | 81.00%-47.2pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,183 | $5,418+14.1% | $6,709-7.8% | $3,607+71.4% |
| Admin fee / account holder | $4,647 | $5,958-22.0% | $10,261-54.7% | $5,124-9.3% |