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 4-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 | $99,258 | $81,460+21.8% | $103,333-3.9% | $80,856+22.8% |
| Participation rate | 30.4% | 66.8%-36.5pp | 74.5%-44.2pp | 67.6%-37.3pp |
| Annual return | 19.36% | 25.55%-6.2pp | 24.88%-5.5pp | 35.59%-16.2pp |
| Employer contribution / active EE | $368 | $3,105-88.1% | $3,868-90.5% | $2,755-86.6% |
| Participant deferral / active EE | $1,706 | $3,869-55.9% | $5,057-66.3% | $4,296-60.3% |
| Admin fee / account holder | $857 | $6,566-87.0% | $8,355-89.7% | $6,918-87.6% |