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 | $54,634 | $81,208-32.7% | $98,907-44.8% | $79,858-31.6% |
| Participation rate | 43.9% | 72.5%-28.6pp | 76.0%-32.2pp | 69.6%-25.8pp |
| Annual return | 12.45% | 60.99%-48.5pp | 196.43%-184.0pp | 31.71%-19.3pp |
| Employer contribution / active EE | $392 | $1,960-80.0% | $2,689-85.4% | $2,471-84.1% |
| Participant deferral / active EE | $2,415 | $3,265-26.0% | $4,244-43.1% | $3,740-35.4% |
| Admin fee / account holder | $21,956 | $6,013+265.1% | $6,642+230.6% | $5,306+313.8% |