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 | $81,182 | $102,966-21.2% | $90,281-10.1% | $152,861-46.9% |
| Participation rate | 13.6% | 75.9%-62.2pp | 73.3%-59.6pp | 82.4%-68.8pp |
| Annual return | 25.62% | 95.16%-69.5pp | 78.10%-52.5pp | 345.32%-319.7pp |
| Employer contribution / active EE | $120 | $3,139-96.2% | $2,854-95.8% | $4,762-97.5% |
| Participant deferral / active EE | $1,707 | $4,281-60.1% | $3,885-56.1% | $5,850-70.8% |
| Admin fee / account holder | $527 | $6,171-91.5% | $5,351-90.2% | $11,596-95.5% |