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 | $109,103 | $49,227+121.6% | $70,449+54.9% | $79,858+36.6% |
| Participation rate | 48.3% | 69.2%-20.9pp | 75.1%-26.8pp | 69.6%-21.4pp |
| Annual return | 16.30% | 30.06%-13.8pp | 109.03%-92.7pp | 31.71%-15.4pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,757 | $2,768-36.5% | $3,709-52.6% | $3,740-53.0% |
| Admin fee / account holder | $8,394 | $2,878+191.7% | $3,845+118.3% | $5,306+58.2% |