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 | $154,509 | $63,764+142.3% | $81,930+88.6% | $79,858+93.5% |
| Participation rate | 30.4% | 67.5%-37.1pp | 72.0%-41.6pp | 69.6%-39.2pp |
| Annual return | 11.24% | 22.66%-11.4pp | 29.49%-18.2pp | 31.71%-20.5pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,430 | $2,780-48.6% | $7,107-79.9% | $3,740-61.8% |
| Admin fee / account holder | $6,899 | $4,426+55.9% | $5,158+33.8% | $5,306+30.0% |