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 6-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 | $182,294 | $111,301+63.8% | $112,977+61.4% | $158,922+14.7% |
| Participation rate | 50.0% | 83.5%-33.5pp | 82.6%-32.6pp | 82.0%-32.0pp |
| Annual return | 0.00% | 26.40%-26.4pp | 24.24%-24.2pp | 302.83%-302.8pp |
| Employer contribution / active EE | $974 | $4,471-78.2% | $4,255-77.1% | $4,761-79.6% |
| Participant deferral / active EE | $3,246 | $5,880-44.8% | $5,836-44.4% | $5,982-45.7% |
| Admin fee / account holder | $1,780 | $8,392-78.8% | $6,294-71.7% | $11,246-84.2% |