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 | $204,446 | $142,405+43.6% | $115,157+77.5% | $152,861+33.7% |
| Participation rate | 55.0% | 82.4%-27.4pp | 75.9%-20.9pp | 82.4%-27.4pp |
| Annual return | 22.23% | 41.48%-19.2pp | 35.60%-13.4pp | 345.32%-323.1pp |
| Employer contribution / active EE | $584 | $4,010-85.4% | $3,179-81.6% | $4,762-87.7% |
| Participant deferral / active EE | $4,861 | $5,164-5.9% | $4,168+16.6% | $5,850-16.9% |
| Admin fee / account holder | $3,575 | $8,462-57.8% | $7,088-49.6% | $11,596-69.2% |