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 5-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 | $28,835 | $89,753-67.9% | $107,525-73.2% | $84,808-66.0% |
| Participation rate | 44.8% | 68.1%-23.2pp | 75.1%-30.2pp | 68.3%-23.5pp |
| Annual return | 29.34% | 29.48%-0.1pp | 181.32%-152.0pp | 40.90%-11.6pp |
| Employer contribution / active EE | $661 | $3,113-78.8% | $3,754-82.4% | $2,631-74.9% |
| Participant deferral / active EE | $3,461 | $4,056-14.7% | $5,116-32.3% | $4,212-17.8% |
| Admin fee / account holder | $5,195 | $7,222-28.1% | $8,919-41.8% | $7,344-29.3% |