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 | $143,155 | $96,484+48.4% | $156,263-8.4% | $74,304+92.7% |
| Participation rate | 62.1% | 67.7%-5.6pp | 78.9%-16.8pp | 60.3%+1.7pp |
| Annual return | 14.95% | 17.73%-2.8pp | 59.47%-44.5pp | 29.43%-14.5pp |
| Employer contribution / active EE | $0 | $2,528-100.0% | $4,333-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,500 | $4,286+5.0% | $6,158-26.9% | $3,767+19.5% |
| Admin fee / account holder | $10,583 | $3,728+183.9% | $14,255-25.8% | $2,969+256.5% |