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 | $95,879 | $76,367+25.6% | $93,606+2.4% | $72,985+31.4% |
| Participation rate | 53.5% | 71.7%-18.3pp | 75.8%-22.3pp | 69.5%-16.0pp |
| Annual return | 25.82% | 25.82%0pp | 32.76%-6.9pp | 81.00%-55.2pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,566 | $3,538+29.0% | $4,069+12.2% | $3,607+26.6% |
| Admin fee / account holder | $3,557 | $6,838-48.0% | $7,888-54.9% | $5,124-30.6% |