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 | $56,332 | $71,050-20.7% | $93,606-39.8% | $80,856-30.3% |
| Participation rate | 38.8% | 60.4%-21.6pp | 68.7%-29.9pp | 67.6%-28.9pp |
| Annual return | 11.33% | 11.26%+0.1pp | 133.20%-121.9pp | 35.59%-24.3pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,792 | $4,034-55.6% | $4,411-59.4% | $4,296-58.3% |
| Admin fee / account holder | $29,751 | $6,945+328.4% | $8,285+259.1% | $6,918+330.1% |