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 | $48,365 | $106,890-54.8% | $84,015-42.4% | $152,861-68.4% |
| Participation rate | 65.2% | 75.2%-10.0pp | 69.0%-3.8pp | 82.4%-17.2pp |
| Annual return | 19.91% | 104.99%-85.1pp | 71.31%-51.4pp | 345.32%-325.4pp |
| Employer contribution / active EE | $289 | $2,734-89.4% | $1,983-85.4% | $4,762-93.9% |
| Participant deferral / active EE | $2,527 | $4,011-37.0% | $3,239-22.0% | $5,850-56.8% |
| Admin fee / account holder | $6,297 | $8,285-24.0% | $6,101+3.2% | $11,596-45.7% |