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 4-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 | $115,582 | $81,460+41.9% | $103,333+11.9% | $80,856+42.9% |
| Participation rate | 63.8% | 66.8%-3.1pp | 74.5%-10.7pp | 67.6%-3.9pp |
| Annual return | 15.79% | 25.55%-9.8pp | 24.88%-9.1pp | 35.59%-19.8pp |
| Employer contribution / active EE | $783 | $3,105-74.8% | $3,868-79.8% | $2,755-71.6% |
| Participant deferral / active EE | $6,741 | $3,869+74.3% | $5,057+33.3% | $4,296+56.9% |
| Admin fee / account holder | $9,831 | $6,566+49.7% | $8,355+17.7% | $6,918+42.1% |