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 | $186,111 | $95,803+94.3% | $113,168+64.5% | $84,808+119.5% |
| Participation rate | 54.8% | 72.9%-18.1pp | 76.6%-21.8pp | 68.3%-13.5pp |
| Annual return | 13.18% | 25.00%-11.8pp | 24.27%-11.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $156 | $2,360-93.4% | $2,975-94.8% | $2,631-94.1% |
| Participant deferral / active EE | $2,084 | $4,242-50.9% | $5,107-59.2% | $4,212-50.5% |
| Admin fee / account holder | $28,038 | $8,989+211.9% | $12,068+132.3% | $7,344+281.8% |