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 5-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 | $112,970 | $179,726-37.1% | $156,263-27.7% | $142,382-20.7% |
| Participation rate | 46.2% | 82.1%-35.9pp | 78.9%-32.8pp | 80.1%-34.0pp |
| Annual return | 12.50% | 77.86%-65.4pp | 59.47%-47.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $883 | $5,069-82.6% | $4,333-79.6% | $4,299-79.5% |
| Participant deferral / active EE | $2,435 | $6,956-65.0% | $6,158-60.5% | $6,507-62.6% |
| Admin fee / account holder | $26,349 | $17,272+52.6% | $14,255+84.8% | $12,624+108.7% |