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 | $114,571 | $58,512+95.8% | $84,015+36.4% | $72,985+57.0% |
| Participation rate | 46.3% | 61.2%-15.0pp | 69.0%-22.7pp | 69.5%-23.2pp |
| Annual return | 23.51% | 28.93%-5.4pp | 71.31%-47.8pp | 81.00%-57.5pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,830 | $2,394+18.2% | $3,239-12.6% | $3,607-21.6% |
| Admin fee / account holder | $12,961 | $4,569+183.7% | $6,101+112.4% | $5,124+152.9% |