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 | $75,797 | $52,279+45.0% | $89,391-15.2% | $79,858-5.1% |
| Participation rate | 58.1% | 57.5%+0.5pp | 68.0%-9.9pp | 69.6%-11.6pp |
| Annual return | 19.07% | 22.16%-3.1pp | 245.62%-226.5pp | 31.71%-12.6pp |
| Employer contribution / active EE | $210 | $1,572-86.7% | $2,586-91.9% | $2,471-91.5% |
| Participant deferral / active EE | $1,414 | $2,740-48.4% | $3,890-63.6% | $3,740-62.2% |
| Admin fee / account holder | $433 | $3,356-87.1% | $4,881-91.1% | $5,306-91.8% |