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 | $48,703 | $117,859-58.7% | $102,438-52.5% | $145,959-66.6% |
| Participation rate | 58.3% | 78.6%-20.3pp | 76.5%-18.2pp | 80.3%-22.0pp |
| Annual return | 10.28% | 31.72%-21.4pp | 29.37%-19.1pp | 561.95%-551.7pp |
| Employer contribution / active EE | $768 | $3,615-78.8% | $3,024-74.6% | $4,661-83.5% |
| Participant deferral / active EE | $2,863 | $5,732-50.1% | $5,054-43.3% | $6,689-57.2% |
| Admin fee / account holder | $1,101 | $13,318-91.7% | $9,448-88.3% | $13,398-91.8% |