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 | $39,906 | $77,899-48.8% | $149,673-73.3% | $75,163-46.9% |
| Participation rate | 22.4% | 65.6%-43.1pp | 78.8%-56.3pp | 67.2%-44.7pp |
| Annual return | 20.17% | 31.72%-11.5pp | 134.42%-114.2pp | 160.62%-140.4pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,012 | $3,411-70.3% | $5,680-82.2% | $4,125-75.5% |
| Admin fee / account holder | $5,574 | $5,956-6.4% | $13,210-57.8% | $5,651-1.4% |