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 | $68,304 | $56,897+20.0% | $84,750-19.4% | $62,891+8.6% |
| Participation rate | 57.8% | 68.5%-10.8pp | 76.6%-18.8pp | 69.3%-11.5pp |
| Annual return | 9.11% | 6.30%+2.8pp | 22.78%-13.7pp | 20.14%-11.0pp |
| Employer contribution / active EE | $442 | $2,400-81.6% | $3,574-87.6% | $2,281-80.6% |
| Participant deferral / active EE | $2,399 | $2,709-11.4% | $3,712-35.4% | $3,203-25.1% |
| Admin fee / account holder | $2,611 | $3,581-27.1% | $5,332-51.0% | $4,296-39.2% |