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 | $126,693 | $65,395+93.7% | $182,532-30.6% | $72,985+73.6% |
| Participation rate | 35.6% | 65.4%-29.9pp | 78.0%-42.4pp | 69.5%-33.9pp |
| Annual return | 26.64% | 27.68%-1.0pp | 148.54%-121.9pp | 81.00%-54.4pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,717 | $3,563+4.3% | $5,524-32.7% | $3,607+3.0% |
| Admin fee / account holder | $4,444 | $4,245+4.7% | $8,592-48.3% | $5,124-13.3% |