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 | $186,789 | $167,307+11.6% | $143,757+29.9% | $134,475+38.9% |
| Participation rate | 36.4% | 84.8%-48.4pp | 80.3%-43.9pp | 81.2%-44.9pp |
| Annual return | -14.18% | 0.46%-14.6pp | -0.04%-14.1pp | 417.96%-432.1pp |
| Employer contribution / active EE | $451 | $5,619-92.0% | $4,951-90.9% | $4,740-90.5% |
| Participant deferral / active EE | $5,596 | $6,446-13.2% | $5,637-0.7% | $6,400-12.6% |
| Admin fee / account holder | $13,316 | $18,088-26.4% | $14,673-9.2% | $11,426+16.5% |