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 | $89,645 | $70,428+27.3% | $96,562-7.2% | $85,850+4.4% |
| Participation rate | 47.1% | 61.8%-14.7pp | 69.8%-22.7pp | 69.3%-22.2pp |
| Annual return | 13.44% | 18.59%-5.1pp | 37.78%-24.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $143 | $1,413-89.9% | $2,356-93.9% | $2,565-94.4% |
| Participant deferral / active EE | $2,679 | $2,894-7.4% | $3,849-30.4% | $3,952-32.2% |
| Admin fee / account holder | $2,858 | $4,997-42.8% | $6,181-53.8% | $6,260-54.3% |