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 | $130,540 | $70,669+84.7% | $169,368-22.9% | $75,163+73.7% |
| Participation rate | 38.2% | 64.8%-26.6pp | 77.1%-38.9pp | 67.2%-29.0pp |
| Annual return | 24.93% | 36.36%-11.4pp | 405.60%-380.7pp | 160.62%-135.7pp |
| Employer contribution / active EE | $270 | $2,211-87.8% | $4,013-93.3% | $2,670-89.9% |
| Participant deferral / active EE | $1,776 | $4,311-58.8% | $6,221-71.4% | $4,125-56.9% |
| Admin fee / account holder | $36,598 | $5,402+577.4% | $9,003+306.5% | $5,651+547.6% |