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 | $64,526 | $65,561-1.6% | $86,188-25.1% | $75,163-14.2% |
| Participation rate | 65.7% | 60.5%+5.2pp | 69.0%-3.2pp | 67.2%-1.5pp |
| Annual return | 14.09% | 46.05%-32.0pp | 1168.45%-1154.4pp | 160.62%-146.5pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,333 | $3,024-22.9% | $3,985-41.5% | $4,125-43.5% |
| Admin fee / account holder | $956 | $5,474-82.5% | $6,852-86.0% | $5,651-83.1% |