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 | $120,629 | $77,660+55.3% | $109,143+10.5% | $79,386+52.0% |
| Participation rate | 63.7% | 67.8%-4.1pp | 75.9%-12.2pp | 70.7%-7.0pp |
| Annual return | 12.68% | 23.44%-10.8pp | 25.75%-13.1pp | 116.85%-104.2pp |
| Employer contribution / active EE | $654 | $2,797-76.6% | $3,722-82.4% | $2,427-73.0% |
| Participant deferral / active EE | $4,742 | $3,518+34.8% | $4,653+1.9% | $4,046+17.2% |
| Admin fee / account holder | $3,775 | $732+415.5% | $6,752-44.1% | $626+502.6% |