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 | $91,428 | $57,828+58.1% | $117,039-21.9% | $70,131+30.4% |
| Participation rate | 66.7% | 67.1%-0.5pp | 77.2%-10.5pp | 69.5%-2.9pp |
| Annual return | 19.48% | 17.55%+1.9pp | 18.95%+0.5pp | 73.14%-53.7pp |
| Employer contribution / active EE | $253 | $1,816-86.1% | $3,785-93.3% | $2,342-89.2% |
| Participant deferral / active EE | $1,204 | $2,438-50.6% | $3,929-69.4% | $3,332-63.9% |
| Admin fee / account holder | $8,384 | $3,548+136.3% | $5,974+40.3% | $4,645+80.5% |