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 5-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 | $26,452 | $117,983-77.6% | $101,794-74.0% | $142,382-81.4% |
| Participation rate | 9.1% | 74.2%-65.1pp | 69.2%-60.1pp | 80.1%-71.0pp |
| Annual return | 15.22% | 36.92%-21.7pp | 30.53%-15.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $319 | $2,773-88.5% | $2,289-86.1% | $4,299-92.6% |
| Participant deferral / active EE | $2,807 | $4,714-40.4% | $4,084-31.3% | $6,507-56.9% |
| Admin fee / account holder | $600 | $10,433-94.3% | $8,777-93.2% | $12,624-95.3% |