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 | $168,856 | $137,414+22.9% | $189,513-10.9% | $85,850+96.7% |
| Participation rate | 39.4% | 84.6%-45.2pp | 87.8%-48.4pp | 69.3%-29.9pp |
| Annual return | 13.26% | 38.14%-24.9pp | 555.15%-541.9pp | 318.53%-305.3pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,001 | $6,260+11.8% | $8,221-14.8% | $3,952+77.2% |
| Admin fee / account holder | $62,185 | $8,630+620.6% | $12,045+416.3% | $6,260+893.4% |