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 | $120,292 | $56,897+111.4% | $84,750+41.9% | $62,891+91.3% |
| Participation rate | 25.7% | 68.5%-42.9pp | 76.6%-50.9pp | 69.3%-43.6pp |
| Annual return | 7.24% | 6.30%+0.9pp | 22.78%-15.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $426 | $2,400-82.3% | $3,574-88.1% | $2,281-81.3% |
| Participant deferral / active EE | $1,250 | $2,709-53.8% | $3,712-66.3% | $3,203-61.0% |
| Admin fee / account holder | $12,721 | $3,581+255.2% | $5,332+138.6% | $4,296+196.1% |