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 | $125,191 | $109,413+14.4% | $156,263-19.9% | $84,808+47.6% |
| Participation rate | 48.6% | 72.7%-24.1pp | 78.9%-30.3pp | 68.3%-19.7pp |
| Annual return | 17.57% | 20.18%-2.6pp | 59.47%-41.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,758 | $4,590+3.7% | $6,158-22.7% | $4,212+13.0% |
| Admin fee / account holder | $2,201 | $9,357-76.5% | $14,255-84.6% | $7,344-70.0% |