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 | $38,085 | $177,572-78.6% | $154,803-75.4% | $142,382-73.3% |
| Participation rate | 42.1% | 82.1%-40.0pp | 78.1%-36.0pp | 80.1%-38.0pp |
| Annual return | 15.59% | 65.07%-49.5pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $422 | $4,810-91.2% | $4,305-90.2% | $4,299-90.2% |
| Participant deferral / active EE | $2,444 | $6,272-61.0% | $5,540-55.9% | $6,507-62.4% |
| Admin fee / account holder | $594 | $16,786-96.5% | $14,329-95.9% | $12,624-95.3% |