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 | $92,827 | $99,652-6.8% | $78,778+17.8% | $147,584-37.1% |
| Participation rate | 10.5% | 76.2%-65.7pp | 69.2%-58.7pp | 82.8%-72.3pp |
| Annual return | 18.78% | 47.28%-28.5pp | 35.62%-16.8pp | 578.55%-559.8pp |
| Employer contribution / active EE | $290 | $2,796-89.6% | $1,986-85.4% | $4,876-94.1% |
| Participant deferral / active EE | $815 | $3,664-77.8% | $2,958-72.5% | $5,439-85.0% |
| Admin fee / account holder | $435 | $7,155-93.9% | $5,134-91.5% | $10,885-96.0% |