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 | $88,445 | $109,881-19.5% | $150,045-41.1% | $84,808+4.3% |
| Participation rate | 63.0% | 76.1%-13.0pp | 82.3%-19.3pp | 68.3%-5.3pp |
| Annual return | 16.39% | 28.25%-11.9pp | 62.55%-46.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $580 | $3,561-83.7% | $4,693-87.6% | $2,631-78.0% |
| Participant deferral / active EE | $5,016 | $6,636-24.4% | $7,997-37.3% | $4,212+19.1% |
| Admin fee / account holder | $11,341 | $8,568+32.4% | $13,435-15.6% | $7,344+54.4% |