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 | $105,460 | $78,926+33.6% | $136,749-22.9% | $84,808+24.4% |
| Participation rate | 65.1% | 62.2%+2.9pp | 72.1%-7.0pp | 68.3%-3.2pp |
| Annual return | 21.99% | 18.17%+3.8pp | 24.33%-2.3pp | 40.90%-18.9pp |
| Employer contribution / active EE | $222 | $2,134-89.6% | $3,400-93.5% | $2,631-91.6% |
| Participant deferral / active EE | $3,034 | $3,168-4.2% | $4,692-35.3% | $4,212-27.9% |
| Admin fee / account holder | $23,373 | $6,369+267.0% | $11,386+105.3% | $7,344+218.3% |