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 | $104,254 | $88,707+17.5% | $74,183+40.5% | $273,961-61.9% |
| Participation rate | 58.3% | 79.4%-21.1pp | 76.6%-18.3pp | 83.0%-24.7pp |
| Annual return | 5.25% | 11.94%-6.7pp | 17.74%-12.5pp | 41.45%-36.2pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,256 | $4,212+48.5% | $3,550+76.2% | $5,287+18.3% |
| Admin fee / account holder | $14,142 | $8,717+62.2% | $5,586+153.2% | $10,132+39.6% |