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 | $116,810 | $65,365+78.7% | $92,893+25.7% | $72,985+60.0% |
| Participation rate | 47.3% | 68.3%-21.0pp | 76.0%-28.7pp | 69.5%-22.2pp |
| Annual return | 21.94% | 42.10%-20.2pp | 109.41%-87.5pp | 81.00%-59.1pp |
| Employer contribution / active EE | $465 | $2,594-82.1% | $3,653-87.3% | $2,440-80.9% |
| Participant deferral / active EE | $3,807 | $3,128+21.7% | $4,236-10.1% | $3,607+5.5% |
| Admin fee / account holder | $15,226 | $4,251+258.2% | $5,794+162.8% | $5,124+197.1% |