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 | $74,330 | $65,390+13.7% | $169,368-56.1% | $71,457+4.0% |
| Participation rate | 40.4% | 67.0%-26.6pp | 77.1%-36.8pp | 67.9%-27.6pp |
| Annual return | 17.41% | 21.31%-3.9pp | 405.60%-388.2pp | 28.85%-11.4pp |
| Employer contribution / active EE | $234 | $2,079-88.8% | $4,013-94.2% | $2,588-91.0% |
| Participant deferral / active EE | $2,625 | $4,367-39.9% | $6,221-57.8% | $4,289-38.8% |
| Admin fee / account holder | $2,765 | $1,324+108.8% | $9,003-69.3% | $1,587+74.2% |