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 | $100,603 | $87,013+15.6% | $106,213-5.3% | $80,856+24.4% |
| Participation rate | 67.9% | 70.4%-2.5pp | 75.3%-7.4pp | 67.6%+0.3pp |
| Annual return | 13.04% | 17.05%-4.0pp | 116.14%-103.1pp | 35.59%-22.6pp |
| Employer contribution / active EE | $599 | $2,395-75.0% | $3,171-81.1% | $2,755-78.3% |
| Participant deferral / active EE | $2,686 | $3,986-32.6% | $5,016-46.5% | $4,296-37.5% |
| Admin fee / account holder | $3,963 | $8,431-53.0% | $11,033-64.1% | $6,918-42.7% |