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 | $132,548 | $109,413+21.1% | $156,263-15.2% | $84,808+56.3% |
| Participation rate | 50.0% | 72.7%-22.7pp | 78.9%-28.9pp | 68.3%-18.3pp |
| Annual return | 16.16% | 20.18%-4.0pp | 59.47%-43.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $426 | $2,907-85.4% | $4,333-90.2% | $2,631-83.8% |
| Participant deferral / active EE | $3,924 | $4,590-14.5% | $6,158-36.3% | $4,212-6.8% |
| Admin fee / account holder | $2,622 | $9,357-72.0% | $14,255-81.6% | $7,344-64.3% |