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 | $63,211 | $48,046+31.6% | $84,611-25.3% | $72,985-13.4% |
| Participation rate | 20.6% | 57.6%-37.0pp | 68.2%-47.6pp | 69.5%-48.9pp |
| Annual return | 26.73% | 37.38%-10.7pp | 258.74%-232.0pp | 81.00%-54.3pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,050 | $2,680-23.5% | $3,899-47.4% | $3,607-43.2% |
| Admin fee / account holder | $3,820 | $3,395+12.5% | $4,912-22.2% | $5,124-25.5% |