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 | $109,757 | $179,726-38.9% | $156,263-29.8% | $142,382-22.9% |
| Participation rate | 58.8% | 82.1%-23.2pp | 78.9%-20.1pp | 80.1%-21.3pp |
| Annual return | 10.80% | 77.86%-67.1pp | 59.47%-48.7pp | 217.08%-206.3pp |
| Employer contribution / active EE | $672 | $5,069-86.7% | $4,333-84.5% | $4,299-84.4% |
| Participant deferral / active EE | $5,354 | $6,956-23.0% | $6,158-13.1% | $6,507-17.7% |
| Admin fee / account holder | $13,930 | $17,272-19.4% | $14,255-2.3% | $12,624+10.3% |