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 | $81,002 | $154,117-47.4% | $129,995-37.7% | $139,434-41.9% |
| Participation rate | 64.7% | 82.0%-17.2pp | 78.5%-13.8pp | 80.3%-15.6pp |
| Annual return | 15.78% | 32.48%-16.7pp | -137.18%+153.0pp | 372.94%-357.2pp |
| Employer contribution / active EE | $554 | $5,289-89.5% | $4,320-87.2% | $4,751-88.3% |
| Participant deferral / active EE | $3,261 | $6,710-51.4% | $5,820-44.0% | $6,710-51.4% |
| Admin fee / account holder | $1,400 | $14,007-90.0% | $10,614-86.8% | $11,403-87.7% |