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 | $73,782 | $126,574-41.7% | $106,213-30.5% | $145,922-49.4% |
| Participation rate | 63.6% | 77.6%-14.0pp | 75.3%-11.6pp | 80.3%-16.6pp |
| Annual return | 18.08% | 224.79%-206.7pp | 116.14%-98.1pp | 561.29%-543.2pp |
| Employer contribution / active EE | $564 | $3,730-84.9% | $3,171-82.2% | $4,660-87.9% |
| Participant deferral / active EE | $2,025 | $5,724-64.6% | $5,016-59.6% | $6,688-69.7% |
| Admin fee / account holder | $9,214 | $17,304-46.8% | $11,033-16.5% | $13,397-31.2% |