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 | $57,571 | $77,899-26.1% | $149,673-61.5% | $75,163-23.4% |
| Participation rate | 28.1% | 65.6%-37.5pp | 78.8%-50.7pp | 67.2%-39.1pp |
| Annual return | 15.66% | 31.72%-16.1pp | 134.42%-118.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,484 | $3,411-56.5% | $5,680-73.9% | $4,125-64.0% |
| Admin fee / account holder | $1,268 | $5,956-78.7% | $13,210-90.4% | $5,651-77.6% |