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 | $129,855 | $95,762+35.6% | $379,746-65.8% | $79,858+62.6% |
| Participation rate | 62.0% | 74.0%-12.0pp | 78.4%-16.4pp | 69.6%-7.6pp |
| Annual return | 21.42% | 18.26%+3.2pp | 34.90%-13.5pp | 31.71%-10.3pp |
| Employer contribution / active EE | $0 | $2,695-100.0% | $3,540-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,998 | $4,705-15.0% | $6,024-33.6% | $3,740+6.9% |
| Admin fee / account holder | $6,571 | $6,745-2.6% | $7,927-17.1% | $5,306+23.8% |