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 | $100,263 | $71,050+41.1% | $93,606+7.1% | $80,856+24.0% |
| Participation rate | 45.7% | 60.4%-14.7pp | 68.7%-23.0pp | 67.6%-21.9pp |
| Annual return | 11.55% | 11.26%+0.3pp | 133.20%-121.6pp | 35.59%-24.0pp |
| Employer contribution / active EE | $166 | $1,564-89.4% | $2,420-93.2% | $2,755-94.0% |
| Participant deferral / active EE | $3,143 | $4,034-22.1% | $4,411-28.7% | $4,296-26.8% |
| Admin fee / account holder | $15,025 | $6,945+116.3% | $8,285+81.3% | $6,918+117.2% |