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 | $88,058 | $65,561+34.3% | $86,188+2.2% | $75,163+17.2% |
| Participation rate | 42.1% | 60.5%-18.4pp | 69.0%-26.9pp | 67.2%-25.1pp |
| Annual return | 16.95% | 46.05%-29.1pp | 1168.45%-1151.5pp | 160.62%-143.7pp |
| Employer contribution / active EE | $297 | $1,553-80.9% | $2,380-87.5% | $2,670-88.9% |
| Participant deferral / active EE | $2,112 | $3,024-30.2% | $3,985-47.0% | $4,125-48.8% |
| Admin fee / account holder | $28,322 | $5,474+417.4% | $6,852+313.4% | $5,651+401.2% |