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 | $46,454 | $176,056-73.6% | $159,436-70.9% | $167,490-72.3% |
| Participation rate | 55.0% | 84.9%-29.9pp | 82.8%-27.8pp | 82.1%-27.1pp |
| Annual return | 12.35% | 331.75%-319.4pp | 263.57%-251.2pp | 478.56%-466.2pp |
| Employer contribution / active EE | $132 | $5,297-97.5% | $4,829-97.3% | $4,837-97.3% |
| Participant deferral / active EE | $3,367 | $7,750-56.6% | $7,352-54.2% | $6,341-46.9% |
| Admin fee / account holder | $1,656 | $12,554-86.8% | $10,799-84.7% | $12,309-86.5% |