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 | $119,716 | $157,256-23.9% | $141,162-15.2% | $152,861-21.7% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.4%-25.3pp |
| Annual return | 15.49% | 64.32%-48.8pp | 71.39%-55.9pp | 345.32%-329.8pp |
| Employer contribution / active EE | $807 | $5,261-84.7% | $4,735-82.9% | $4,762-83.0% |
| Participant deferral / active EE | $4,673 | $7,109-34.3% | $6,709-30.3% | $5,850-20.1% |
| Admin fee / account holder | $10,232 | $12,120-15.6% | $10,261-0.3% | $11,596-11.8% |