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 | $100,632 | $180,028-44.1% | $138,135-27.1% | $158,922-36.7% |
| Participation rate | 60.0% | 82.2%-22.2pp | 78.7%-18.7pp | 82.0%-22.0pp |
| Annual return | 8.55% | 21.68%-13.1pp | 20.51%-12.0pp | 302.83%-294.3pp |
| Employer contribution / active EE | $1,161 | $7,470-84.5% | $5,587-79.2% | $4,761-75.6% |
| Participant deferral / active EE | $4,068 | $7,717-47.3% | $6,431-36.7% | $5,982-32.0% |
| Admin fee / account holder | $18,368 | $17,912+2.5% | $11,856+54.9% | $11,246+63.3% |