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 | $135,942 | $94,625+43.7% | $116,228+17.0% | $84,808+60.3% |
| Participation rate | 45.2% | 70.4%-25.3pp | 74.6%-29.4pp | 68.3%-23.1pp |
| Annual return | 13.89% | 20.40%-6.5pp | 90.06%-76.2pp | 40.90%-27.0pp |
| Employer contribution / active EE | $175 | $2,347-92.5% | $2,994-94.2% | $2,631-93.3% |
| Participant deferral / active EE | $1,938 | $3,972-51.2% | $4,953-60.9% | $4,212-54.0% |
| Admin fee / account holder | $1,859 | $10,091-81.6% | $11,989-84.5% | $7,344-74.7% |