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 | $164,128 | $109,881+49.4% | $150,045+9.4% | $84,808+93.5% |
| Participation rate | 45.2% | 76.1%-30.9pp | 82.3%-37.2pp | 68.3%-23.1pp |
| Annual return | 18.30% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $412 | $3,561-88.4% | $4,693-91.2% | $2,631-84.3% |
| Participant deferral / active EE | $3,571 | $6,636-46.2% | $7,997-55.3% | $4,212-15.2% |
| Admin fee / account holder | $3,893 | $8,568-54.6% | $13,435-71.0% | $7,344-47.0% |