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 | $122,738 | $138,347-11.3% | $184,203-33.4% | $80,856+51.8% |
| Participation rate | 54.5% | 83.9%-29.3pp | 86.8%-32.3pp | 67.6%-13.1pp |
| Annual return | 16.62% | 20.02%-3.4pp | 28.81%-12.2pp | 35.59%-19.0pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,198 | $7,071-12.4% | $9,131-32.1% | $4,296+44.3% |
| Admin fee / account holder | $1,000 | $10,483-90.5% | $13,901-92.8% | $6,918-85.5% |