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 | $121,732 | $85,202+42.9% | $172,739-29.5% | $72,985+66.8% |
| Participation rate | 28.0% | 70.1%-42.1pp | 82.6%-54.6pp | 69.5%-41.5pp |
| Annual return | 22.19% | 27.32%-5.1pp | 802.84%-780.6pp | 81.00%-58.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,114 | $3,260-4.5% | $5,198-40.1% | $3,607-13.7% |
| Admin fee / account holder | $2,038 | $5,884-65.4% | $13,954-85.4% | $5,124-60.2% |