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 | $100,739 | $122,584-17.8% | $101,794-1.0% | - |
| Participation rate | 34.3% | 55.7%-21.4pp | 69.2%-34.8pp | - |
| Annual return | 18.90% | 12.44%+6.5pp | 30.53%-11.6pp | - |
| Employer contribution / active EE | $0 | $779-100.0% | $2,289-100.0% | - |
| Participant deferral / active EE | $2,554 | $2,994-14.7% | $4,084-37.5% | - |
| Admin fee / account holder | $2,961 | $4,622-35.9% | $8,777-66.3% | - |