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 | $123,284 | $86,929+41.8% | $102,423+20.4% | $80,856+52.5% |
| Participation rate | 60.7% | 72.4%-11.7pp | 76.5%-15.8pp | 67.6%-6.9pp |
| Annual return | 14.10% | 18.88%-4.8pp | 29.32%-15.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,397 | $4,118+6.8% | $5,053-13.0% | $4,296+2.4% |
| Admin fee / account holder | $15,537 | $8,049+93.0% | $9,451+64.4% | $6,918+124.6% |