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 | $22,557 | $105,998-78.7% | $92,233-75.5% | $147,584-84.7% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 14.92% | 50.05%-35.1pp | 176.28%-161.4pp | 578.55%-563.6pp |
| Employer contribution / active EE | $484 | $4,333-88.8% | $3,679-86.8% | $4,876-90.1% |
| Participant deferral / active EE | $2,468 | $4,478-44.9% | $3,897-36.7% | $5,439-54.6% |
| Admin fee / account holder | $4,903 | $6,332-22.6% | $5,194-5.6% | $10,885-55.0% |