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 | $89,905 | $78,705+14.2% | $117,854-23.7% | $70,131+28.2% |
| Participation rate | 66.7% | 73.2%-6.5pp | 79.7%-13.0pp | 69.5%-2.9pp |
| Annual return | 18.46% | 23.30%-4.8pp | 335.08%-316.6pp | 73.14%-54.7pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,049 | $3,297+53.1% | $4,482+12.7% | $3,332+51.5% |
| Admin fee / account holder | $611 | $5,065-87.9% | $8,020-92.4% | $4,645-86.8% |