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 | $57,909 | $60,124-3.7% | $90,404-35.9% | $79,858-27.5% |
| Participation rate | 15.4% | 65.0%-49.6pp | 72.7%-57.3pp | 69.6%-54.2pp |
| Annual return | 32.52% | 71.94%-39.4pp | 1293.02%-1260.5pp | 31.71%+0.8pp |
| Employer contribution / active EE | $77 | $2,068-96.3% | $3,262-97.7% | $2,471-96.9% |
| Participant deferral / active EE | $1,370 | $2,938-53.4% | $3,963-65.4% | $3,740-63.4% |
| Admin fee / account holder | $2,409 | $3,976-39.4% | $5,611-57.1% | $5,306-54.6% |