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 | $19,803 | $48,046-58.8% | $84,611-76.6% | $72,985-72.9% |
| Participation rate | 41.3% | 57.6%-16.2pp | 68.2%-26.9pp | 69.5%-28.2pp |
| Annual return | 20.21% | 37.38%-17.2pp | 258.74%-238.5pp | 81.00%-60.8pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,022 | $2,680-61.9% | $3,899-73.8% | $3,607-71.7% |
| Admin fee / account holder | $1,153 | $3,395-66.0% | $4,912-76.5% | $5,124-77.5% |