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 | $189,907 | $72,277+162.7% | $101,248+87.6% | $79,858+137.8% |
| Participation rate | 62.2% | 68.5%-6.3pp | 75.8%-13.6pp | 69.6%-7.5pp |
| Annual return | 14.27% | 22.30%-8.0pp | 46.47%-32.2pp | 31.71%-17.4pp |
| Employer contribution / active EE | $201 | $2,692-92.5% | $3,660-94.5% | $2,471-91.9% |
| Participant deferral / active EE | $3,435 | $3,282+4.7% | $4,370-21.4% | $3,740-8.1% |
| Admin fee / account holder | $24,493 | $4,400+456.6% | $5,945+312.0% | $5,306+361.6% |