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 | $107,759 | $84,556+27.4% | $116,228-7.3% | $74,304+45.0% |
| Participation rate | 34.0% | 66.0%-32.0pp | 74.6%-40.6pp | 60.3%-26.4pp |
| Annual return | 13.43% | 18.35%-4.9pp | 90.06%-76.6pp | 29.43%-16.0pp |
| Employer contribution / active EE | $538 | $2,168-75.2% | $2,994-82.0% | $2,241-76.0% |
| Participant deferral / active EE | $1,669 | $3,814-56.2% | $4,953-66.3% | $3,767-55.7% |
| Admin fee / account holder | $10,035 | $3,792+164.6% | $11,989-16.3% | $2,969+238.0% |