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 | $91,895 | $70,428+30.5% | $96,562-4.8% | $85,850+7.0% |
| Participation rate | 48.3% | 61.8%-13.5pp | 69.8%-21.5pp | 69.3%-21.0pp |
| Annual return | 12.92% | 18.59%-5.7pp | 37.78%-24.9pp | 318.53%-305.6pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,829 | $2,894-36.8% | $3,849-52.5% | $3,952-53.7% |
| Admin fee / account holder | $1,736 | $4,997-65.3% | $6,181-71.9% | $6,260-72.3% |