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 | $39,632 | $91,190-56.5% | $178,490-77.8% | $79,858-50.4% |
| Participation rate | 63.8% | 69.2%-5.4pp | 81.9%-18.1pp | 69.6%-5.8pp |
| Annual return | 15.25% | 24.19%-8.9pp | 151.07%-135.8pp | 31.71%-16.5pp |
| Employer contribution / active EE | $297 | $3,256-90.9% | $5,011-94.1% | $2,471-88.0% |
| Participant deferral / active EE | $1,088 | $3,236-66.4% | $5,202-79.1% | $3,740-70.9% |
| Admin fee / account holder | $1,302 | $6,751-80.7% | $13,984-90.7% | $5,306-75.5% |