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 | $93,123 | $86,929+7.1% | $102,423-9.1% | $80,856+15.2% |
| Participation rate | 53.3% | 72.4%-19.1pp | 76.5%-23.2pp | 67.6%-14.4pp |
| Annual return | 11.47% | 18.88%-7.4pp | 29.32%-17.9pp | 35.59%-24.1pp |
| Employer contribution / active EE | $572 | $2,369-75.9% | $3,023-81.1% | $2,755-79.3% |
| Participant deferral / active EE | $2,449 | $4,118-40.5% | $5,053-51.5% | $4,296-43.0% |
| Admin fee / account holder | $1,963 | $8,049-75.6% | $9,451-79.2% | $6,918-71.6% |