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 | $92,733 | $59,101+56.9% | $77,163+20.2% | $75,163+23.4% |
| Participation rate | 60.0% | 63.9%-3.9pp | 69.6%-9.6pp | 67.2%-7.2pp |
| Annual return | 17.34% | 26.71%-9.4pp | 37.87%-20.5pp | 160.62%-143.3pp |
| Employer contribution / active EE | $147 | $1,995-92.6% | $2,535-94.2% | $2,670-94.5% |
| Participant deferral / active EE | $3,054 | $2,999+1.8% | $3,833-20.3% | $4,125-26.0% |
| Admin fee / account holder | $1,044 | $4,774-78.1% | $5,472-80.9% | $5,651-81.5% |