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 | $88,229 | $80,968+9.0% | $96,544-8.6% | $75,163+17.4% |
| Participation rate | 53.1% | 71.8%-18.6pp | 76.0%-22.8pp | 67.2%-14.1pp |
| Annual return | 15.93% | 27.06%-11.1pp | 25.84%-9.9pp | 160.62%-144.7pp |
| Employer contribution / active EE | $346 | $2,282-84.8% | $2,965-88.3% | $2,670-87.0% |
| Participant deferral / active EE | $2,581 | $3,928-34.3% | $4,851-46.8% | $4,125-37.4% |
| Admin fee / account holder | $5,102 | $6,724-24.1% | $8,252-38.2% | $5,651-9.7% |