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 | $92,621 | $48,230+92.0% | $67,502+37.2% | $80,856+14.6% |
| Participation rate | 52.8% | 66.4%-13.6pp | 72.9%-20.1pp | 67.6%-14.9pp |
| Annual return | 24.17% | 18.28%+5.9pp | 3512.12%-3488.0pp | 35.59%-11.4pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,768 | $2,924+97.3% | $4,000+44.2% | $4,296+34.3% |
| Admin fee / account holder | $1,683 | $3,681-54.3% | $3,998-57.9% | $6,918-75.7% |