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 | $100,365 | $104,251-3.7% | $91,001+10.3% | $147,584-32.0% |
| Participation rate | 56.3% | 78.2%-22.0pp | 75.6%-19.4pp | 82.8%-26.6pp |
| Annual return | 19.05% | 27.06%-8.0pp | 4.60%+14.4pp | 578.55%-559.5pp |
| Employer contribution / active EE | $434 | $3,116-86.1% | $2,456-82.3% | $4,876-91.1% |
| Participant deferral / active EE | $2,172 | $4,195-48.2% | $3,547-38.8% | $5,439-60.1% |
| Admin fee / account holder | $1,716 | $8,948-80.8% | $5,417-68.3% | $10,885-84.2% |