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 | $37,186 | $51,576-27.9% | $129,207-71.2% | $80,856-54.0% |
| Participation rate | 20.6% | 57.0%-36.4pp | 69.6%-49.0pp | 67.6%-47.0pp |
| Annual return | 16.63% | 20.81%-4.2pp | 9417.33%-9400.7pp | 35.59%-19.0pp |
| Employer contribution / active EE | $237 | $1,584-85.0% | $4,153-94.3% | $2,755-91.4% |
| Participant deferral / active EE | $798 | $2,669-70.1% | $4,168-80.9% | $4,296-81.4% |
| Admin fee / account holder | $2,432 | $4,305-43.5% | $7,715-68.5% | $6,918-64.8% |