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 | $79,943 | $80,968-1.3% | $96,544-17.2% | $75,163+6.4% |
| Participation rate | 64.1% | 71.8%-7.6pp | 76.0%-11.8pp | 67.2%-3.1pp |
| Annual return | 13.16% | 27.06%-13.9pp | 25.84%-12.7pp | 160.62%-147.5pp |
| Employer contribution / active EE | $376 | $2,282-83.5% | $2,965-87.3% | $2,670-85.9% |
| Participant deferral / active EE | $2,086 | $3,928-46.9% | $4,851-57.0% | $4,125-49.4% |
| Admin fee / account holder | $1,870 | $6,724-72.2% | $8,252-77.3% | $5,651-66.9% |