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 | $82,817 | $81,460+1.7% | $103,333-19.9% | $80,856+2.4% |
| Participation rate | 52.3% | 66.8%-14.5pp | 74.5%-22.2pp | 67.6%-15.3pp |
| Annual return | 12.76% | 25.55%-12.8pp | 24.88%-12.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $764 | $3,105-75.4% | $3,868-80.3% | $2,755-72.3% |
| Participant deferral / active EE | $3,282 | $3,869-15.2% | $5,057-35.1% | $4,296-23.6% |
| Admin fee / account holder | $2,199 | $6,566-66.5% | $8,355-73.7% | $6,918-68.2% |