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 | $36,160 | $86,929-58.4% | $102,423-64.7% | $80,856-55.3% |
| Participation rate | 56.8% | 72.4%-15.5pp | 76.5%-19.6pp | 67.6%-10.8pp |
| Annual return | 11.04% | 18.88%-7.8pp | 29.32%-18.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $379 | $2,369-84.0% | $3,023-87.5% | $2,755-86.2% |
| Participant deferral / active EE | $2,081 | $4,118-49.5% | $5,053-58.8% | $4,296-51.5% |
| Admin fee / account holder | $8,012 | $8,049-0.5% | $9,451-15.2% | $6,918+15.8% |