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 | $70,325 | $111,814-37.1% | $93,654-24.9% | $145,959-51.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 8.09% | 203.30%-195.2pp | 133.34%-125.2pp | 561.95%-553.9pp |
| Employer contribution / active EE | $160 | $3,092-94.8% | $2,421-93.4% | $4,661-96.6% |
| Participant deferral / active EE | $1,418 | $4,914-71.2% | $4,413-67.9% | $6,689-78.8% |
| Admin fee / account holder | $10,675 | $10,246+4.2% | $8,282+28.9% | $13,398-20.3% |