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 | $55,021 | $73,787-25.4% | $98,716-44.3% | $82,448-33.3% |
| Participation rate | 34.1% | 61.4%-27.3pp | 69.3%-35.2pp | 68.1%-34.0pp |
| Annual return | 13.36% | 18.57%-5.2pp | 31.81%-18.4pp | 41.64%-28.3pp |
| Employer contribution / active EE | $247 | $1,511-83.6% | $2,279-89.2% | $2,551-90.3% |
| Participant deferral / active EE | $1,647 | $3,081-46.5% | $4,048-59.3% | $4,139-60.2% |
| Admin fee / account holder | $5,560 | $6,500-14.5% | $8,703-36.1% | $7,234-23.1% |