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 | $19,707 | $85,202-76.9% | $172,739-88.6% | $72,985-73.0% |
| Participation rate | 39.3% | 70.1%-30.7pp | 82.6%-43.3pp | 69.5%-30.1pp |
| Annual return | 19.47% | 27.32%-7.9pp | 802.84%-783.4pp | 81.00%-61.5pp |
| Employer contribution / active EE | $333 | $3,324-90.0% | $5,143-93.5% | $2,440-86.4% |
| Participant deferral / active EE | $1,057 | $3,260-67.6% | $5,198-79.7% | $3,607-70.7% |
| Admin fee / account holder | $943 | $5,884-84.0% | $13,954-93.2% | $5,124-81.6% |