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 | $37,180 | $112,096-66.8% | $95,952-61.3% | $158,922-76.6% |
| Participation rate | 63.6% | 79.0%-15.3pp | 77.1%-13.4pp | 82.0%-18.3pp |
| Annual return | 12.17% | 171.09%-158.9pp | 91.61%-79.4pp | 302.83%-290.7pp |
| Employer contribution / active EE | $351 | $3,198-89.0% | $2,541-86.2% | $4,761-92.6% |
| Participant deferral / active EE | $1,670 | $4,784-65.1% | $4,167-59.9% | $5,982-72.1% |
| Admin fee / account holder | $546 | $10,130-94.6% | $6,795-92.0% | $11,246-95.1% |