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 | $77,586 | $51,576+50.4% | $129,207-40.0% | $80,856-4.0% |
| Participation rate | 19.4% | 57.0%-37.6pp | 69.6%-50.3pp | 67.6%-48.3pp |
| Annual return | 12.15% | 20.81%-8.7pp | 9417.33%-9405.2pp | 35.59%-23.4pp |
| Employer contribution / active EE | $209 | $1,584-86.8% | $4,153-95.0% | $2,755-92.4% |
| Participant deferral / active EE | $1,139 | $2,669-57.3% | $4,168-72.7% | $4,296-73.5% |
| Admin fee / account holder | $8,508 | $4,305+97.6% | $7,715+10.3% | $6,918+23.0% |