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 | $113,374 | $109,413+3.6% | $156,263-27.4% | $84,808+33.7% |
| Participation rate | 53.8% | 72.7%-18.8pp | 78.9%-25.1pp | 68.3%-14.5pp |
| Annual return | 14.13% | 20.18%-6.0pp | 59.47%-45.3pp | 40.90%-26.8pp |
| Employer contribution / active EE | $601 | $2,907-79.3% | $4,333-86.1% | $2,631-77.2% |
| Participant deferral / active EE | $3,813 | $4,590-16.9% | $6,158-38.1% | $4,212-9.5% |
| Admin fee / account holder | $27,305 | $9,357+191.8% | $14,255+91.5% | $7,344+271.8% |