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 | $195,815 | $86,286+126.9% | $111,297+75.9% | $85,850+128.1% |
| Participation rate | 55.4% | 73.3%-18.0pp | 77.3%-22.0pp | 69.3%-14.0pp |
| Annual return | 13.07% | 19.99%-6.9pp | 54.65%-41.6pp | 318.53%-305.5pp |
| Employer contribution / active EE | $317 | $2,043-84.5% | $2,731-88.4% | $2,565-87.6% |
| Participant deferral / active EE | $3,351 | $3,641-8.0% | $4,487-25.3% | $3,952-15.2% |
| Admin fee / account holder | $3,474 | $8,188-57.6% | $7,964-56.4% | $6,260-44.5% |