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 | $63,366 | $56,897+11.4% | $84,750-25.2% | $62,891+0.8% |
| Participation rate | 67.4% | 68.5%-1.1pp | 76.6%-9.2pp | 69.3%-1.9pp |
| Annual return | 6.30% | 6.30%0pp | 22.78%-16.5pp | 20.14%-13.8pp |
| Employer contribution / active EE | $352 | $2,400-85.3% | $3,574-90.1% | $2,281-84.6% |
| Participant deferral / active EE | $2,498 | $2,709-7.8% | $3,712-32.7% | $3,203-22.0% |
| Admin fee / account holder | $1,582 | $3,581-55.8% | $5,332-70.3% | $4,296-63.2% |