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 | $109,973 | $95,803+14.8% | $113,168-2.8% | $84,808+29.7% |
| Participation rate | 64.8% | 72.9%-8.0pp | 76.6%-11.8pp | 68.3%-3.5pp |
| Annual return | 15.52% | 25.00%-9.5pp | 24.27%-8.7pp | 40.90%-25.4pp |
| Employer contribution / active EE | $594 | $2,360-74.8% | $2,975-80.0% | $2,631-77.4% |
| Participant deferral / active EE | $4,571 | $4,242+7.8% | $5,107-10.5% | $4,212+8.5% |
| Admin fee / account holder | $11,651 | $8,989+29.6% | $12,068-3.5% | $7,344+58.7% |