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 | $59,466 | $57,590+3.3% | $86,233-31.0% | $82,448-27.9% |
| Participation rate | 28.7% | 57.9%-29.1pp | 69.0%-40.3pp | 68.1%-39.3pp |
| Annual return | 15.09% | 22.41%-7.3pp | 61.39%-46.3pp | 41.64%-26.6pp |
| Employer contribution / active EE | $223 | $1,655-86.5% | $2,504-91.1% | $2,551-91.3% |
| Participant deferral / active EE | $1,826 | $3,080-40.7% | $4,559-59.9% | $4,139-55.9% |
| Admin fee / account holder | $6,761 | $4,730+42.9% | $8,342-18.9% | $7,234-6.5% |