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 | $88,990 | $85,022+4.7% | $70,515+26.2% | $139,434-36.2% |
| Participation rate | 47.6% | 73.9%-26.3pp | 68.3%-20.7pp | 80.3%-32.7pp |
| Annual return | 16.15% | 30.38%-14.2pp | 32.77%-16.6pp | 372.94%-356.8pp |
| Employer contribution / active EE | $452 | $3,909-88.4% | $2,973-84.8% | $4,751-90.5% |
| Participant deferral / active EE | $2,105 | $5,890-64.3% | $4,567-53.9% | $6,710-68.6% |
| Admin fee / account holder | $371 | $8,906-95.8% | $6,412-94.2% | $11,403-96.7% |