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 | $69,829 | $107,334-34.9% | $92,893-24.8% | $152,861-54.3% |
| Participation rate | 56.5% | 79.8%-23.3pp | 76.0%-19.5pp | 82.4%-25.9pp |
| Annual return | 18.50% | 145.58%-127.1pp | 109.41%-90.9pp | 345.32%-326.8pp |
| Employer contribution / active EE | $700 | $4,221-83.4% | $3,653-80.8% | $4,762-85.3% |
| Participant deferral / active EE | $2,513 | $4,845-48.1% | $4,236-40.7% | $5,850-57.0% |
| Admin fee / account holder | $2,201 | $7,079-68.9% | $5,794-62.0% | $11,596-81.0% |