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 | $156,458 | $101,724+53.8% | $164,813-5.1% | $80,856+93.5% |
| Participation rate | 60.6% | 71.8%-11.2pp | 78.6%-18.0pp | 67.6%-7.0pp |
| Annual return | 13.45% | 16.72%-3.3pp | 69.93%-56.5pp | 35.59%-22.1pp |
| Employer contribution / active EE | $291 | $2,953-90.1% | $4,341-93.3% | $2,755-89.4% |
| Participant deferral / active EE | $6,808 | $4,477+52.1% | $6,031+12.9% | $4,296+58.5% |
| Admin fee / account holder | $17,225 | $8,227+109.4% | $12,690+35.7% | $6,918+149.0% |