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 | $93,597 | $140,940-33.6% | $112,229-16.6% | $139,434-32.9% |
| Participation rate | 52.9% | 79.2%-26.2pp | 72.4%-19.5pp | 80.3%-27.4pp |
| Annual return | 18.24% | 32.71%-14.5pp | 30.20%-12.0pp | 372.94%-354.7pp |
| Employer contribution / active EE | $618 | $4,283-85.6% | $3,430-82.0% | $4,751-87.0% |
| Participant deferral / active EE | $2,826 | $5,874-51.9% | $4,798-41.1% | $6,710-57.9% |
| Admin fee / account holder | $2,011 | $9,954-79.8% | $7,748-74.1% | $11,403-82.4% |