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 8-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 | $88,797 | $94,625-6.2% | $116,228-23.6% | $84,808+4.7% |
| Participation rate | 65.0% | 70.4%-5.4pp | 74.6%-9.6pp | 68.3%-3.3pp |
| Annual return | 17.63% | 20.40%-2.8pp | 90.06%-72.4pp | 40.90%-23.3pp |
| Employer contribution / active EE | $351 | $2,347-85.0% | $2,994-88.3% | $2,631-86.7% |
| Participant deferral / active EE | $2,209 | $3,972-44.4% | $4,953-55.4% | $4,212-47.5% |
| Admin fee / account holder | $3,526 | $10,091-65.1% | $11,989-70.6% | $7,344-52.0% |