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 | $80,289 | $93,373-14.0% | $152,466-47.3% | $85,850-6.5% |
| Participation rate | 47.4% | 70.1%-22.7pp | 78.2%-30.8pp | 69.3%-21.9pp |
| Annual return | 14.84% | 21.84%-7.0pp | 757.33%-742.5pp | 318.53%-303.7pp |
| Employer contribution / active EE | $394 | $2,996-86.9% | $4,327-90.9% | $2,565-84.6% |
| Participant deferral / active EE | $1,930 | $4,550-57.6% | $5,820-66.8% | $3,952-51.2% |
| Admin fee / account holder | $11,101 | $13,853-19.9% | $15,805-29.8% | $6,260+77.3% |