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 | $117,424 | $47,848+145.4% | $81,478+44.1% | $70,131+67.4% |
| Participation rate | 31.0% | 58.3%-27.2pp | 68.0%-36.9pp | 69.5%-38.5pp |
| Annual return | 16.19% | 27.25%-11.1pp | 38.78%-22.6pp | 73.14%-57.0pp |
| Employer contribution / active EE | $98 | $1,527-93.6% | $2,568-96.2% | $2,342-95.8% |
| Participant deferral / active EE | $1,467 | $2,453-40.2% | $3,537-58.5% | $3,332-56.0% |
| Admin fee / account holder | $2,587 | $3,145-17.7% | $4,561-43.3% | $4,645-44.3% |