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 | $161,702 | $87,733+84.3% | $106,548+51.8% | $85,850+88.4% |
| Participation rate | 66.7% | 71.9%-5.3pp | 76.1%-9.5pp | 69.3%-2.6pp |
| Annual return | 17.97% | 21.86%-3.9pp | 26.80%-8.8pp | 318.53%-300.6pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,804 | $3,469+9.6% | $4,398-13.5% | $3,952-3.7% |
| Admin fee / account holder | $2,347 | $6,767-65.3% | $7,407-68.3% | $6,260-62.5% |