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 3-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 | $115,861 | $109,413+5.9% | $156,263-25.9% | $84,808+36.6% |
| Participation rate | 6.9% | 72.7%-65.8pp | 78.9%-72.0pp | 68.3%-61.4pp |
| Annual return | 20.34% | 20.18%+0.2pp | 59.47%-39.1pp | 40.90%-20.6pp |
| Employer contribution / active EE | $328 | $2,907-88.7% | $4,333-92.4% | $2,631-87.5% |
| Participant deferral / active EE | $2,069 | $4,590-54.9% | $6,158-66.4% | $4,212-50.9% |
| Admin fee / account holder | $1,000 | $9,357-89.3% | $14,255-93.0% | $7,344-86.4% |