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 | $99,560 | $86,929+14.5% | $102,423-2.8% | $80,856+23.1% |
| Participation rate | 65.8% | 72.4%-6.6pp | 76.5%-10.7pp | 67.6%-1.8pp |
| Annual return | 11.08% | 18.88%-7.8pp | 29.32%-18.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,188 | $4,118-46.9% | $5,053-56.7% | $4,296-49.1% |
| Admin fee / account holder | $21,762 | $8,049+170.4% | $9,451+130.3% | $6,918+214.6% |