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 | $124,796 | $86,929+43.6% | $102,423+21.8% | $80,856+54.3% |
| Participation rate | 45.2% | 72.4%-27.2pp | 76.5%-31.3pp | 67.6%-22.5pp |
| Annual return | 10.48% | 18.88%-8.4pp | 29.32%-18.8pp | 35.59%-25.1pp |
| Employer contribution / active EE | $368 | $2,369-84.5% | $3,023-87.8% | $2,755-86.6% |
| Participant deferral / active EE | $2,000 | $4,118-51.4% | $5,053-60.4% | $4,296-53.5% |
| Admin fee / account holder | $3,088 | $8,049-61.6% | $9,451-67.3% | $6,918-55.4% |