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 | $135,102 | $47,848+182.4% | $81,478+65.8% | $70,131+92.6% |
| Participation rate | 52.8% | 58.3%-5.5pp | 68.0%-15.2pp | 69.5%-16.8pp |
| Annual return | 15.31% | 27.25%-11.9pp | 38.78%-23.5pp | 73.14%-57.8pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,459 | $2,453+41.0% | $3,537-2.2% | $3,332+3.8% |
| Admin fee / account holder | $580 | $3,145-81.6% | $4,561-87.3% | $4,645-87.5% |