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 | $32,388 | $115,770-72.0% | $101,248-68.0% | $158,922-79.6% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 12.71% | 56.14%-43.4pp | 46.47%-33.8pp | 302.83%-290.1pp |
| Employer contribution / active EE | $218 | $4,175-94.8% | $3,660-94.0% | $4,761-95.4% |
| Participant deferral / active EE | $1,690 | $4,957-65.9% | $4,370-61.3% | $5,982-71.7% |
| Admin fee / account holder | $4,344 | $7,245-40.0% | $5,945-26.9% | $11,246-61.4% |