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 | $91,056 | $65,365+39.3% | $92,893-2.0% | $72,985+24.8% |
| Participation rate | 44.6% | 68.3%-23.7pp | 76.0%-31.4pp | 69.5%-24.9pp |
| Annual return | 27.02% | 42.10%-15.1pp | 109.41%-82.4pp | 81.00%-54.0pp |
| Employer contribution / active EE | $581 | $2,594-77.6% | $3,653-84.1% | $2,440-76.2% |
| Participant deferral / active EE | $3,397 | $3,128+8.6% | $4,236-19.8% | $3,607-5.8% |
| Admin fee / account holder | $462 | $4,251-89.1% | $5,794-92.0% | $5,124-91.0% |