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 | $115,730 | $65,561+76.5% | $91,541+26.4% | $74,304+55.8% |
| Participation rate | 34.6% | 56.6%-22.0pp | 69.8%-35.2pp | 60.3%-25.8pp |
| Annual return | 12.88% | 17.68%-4.8pp | 20.50%-7.6pp | 29.43%-16.6pp |
| Employer contribution / active EE | $313 | $1,717-81.8% | $2,505-87.5% | $2,241-86.0% |
| Participant deferral / active EE | $3,072 | $2,918+5.3% | $4,008-23.3% | $3,767-18.5% |
| Admin fee / account holder | $4,923 | $3,333+47.7% | $6,956-29.2% | $2,969+65.8% |