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 | $121,992 | $48,795+150.0% | $65,493+86.3% | $84,808+43.8% |
| Participation rate | 61.7% | 67.0%-5.3pp | 73.1%-11.4pp | 68.3%-6.6pp |
| Annual return | 11.91% | 20.20%-8.3pp | 982.45%-970.5pp | 40.90%-29.0pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,201 | $2,928+43.4% | $3,961+6.0% | $4,212-0.3% |
| Admin fee / account holder | $12,827 | $3,877+230.8% | $5,028+155.1% | $7,344+74.7% |