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 | $72,101 | $88,751-18.8% | $81,812-11.9% | $145,922-50.6% |
| Participation rate | 30.0% | 75.0%-45.0pp | 72.3%-42.3pp | 80.3%-50.3pp |
| Annual return | 10.44% | 1025.40%-1015.0pp | 773.79%-763.4pp | 561.29%-550.8pp |
| Employer contribution / active EE | $301 | $3,083-90.2% | $2,912-89.7% | $4,660-93.5% |
| Participant deferral / active EE | $1,203 | $4,643-74.1% | $4,319-72.1% | $6,688-82.0% |
| Admin fee / account holder | $3,849 | $8,415-54.3% | $7,386-47.9% | $13,397-71.3% |