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 | $99,339 | $58,512+69.8% | $84,015+18.2% | $72,985+36.1% |
| Participation rate | 39.7% | 61.2%-21.6pp | 69.0%-29.4pp | 69.5%-29.8pp |
| Annual return | 21.51% | 28.93%-7.4pp | 71.31%-49.8pp | 81.00%-59.5pp |
| Employer contribution / active EE | $226 | $1,163-80.5% | $1,983-88.6% | $2,440-90.7% |
| Participant deferral / active EE | $1,780 | $2,394-25.6% | $3,239-45.0% | $3,607-50.7% |
| Admin fee / account holder | $9,794 | $4,569+114.4% | $6,101+60.5% | $5,124+91.1% |