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 | $136,071 | $89,355+52.3% | $141,162-3.6% | $72,985+86.4% |
| Participation rate | 66.7% | 75.1%-8.5pp | 82.5%-15.8pp | 69.5%-2.8pp |
| Annual return | 30.80% | 111.85%-81.0pp | 71.39%-40.6pp | 81.00%-50.2pp |
| Employer contribution / active EE | $460 | $3,114-85.2% | $4,735-90.3% | $2,440-81.2% |
| Participant deferral / active EE | $3,716 | $5,418-31.4% | $6,709-44.6% | $3,607+3.0% |
| Admin fee / account holder | $7,656 | $5,958+28.5% | $10,261-25.4% | $5,124+49.4% |