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 | $98,291 | $103,376-4.9% | $87,100+12.8% | $152,861-35.7% |
| Participation rate | 66.7% | 79.3%-12.7pp | 76.9%-10.2pp | 82.4%-15.8pp |
| Annual return | 15.06% | 28.10%-13.0pp | 28.19%-13.1pp | 345.32%-330.3pp |
| Employer contribution / active EE | $424 | $3,220-86.8% | $2,521-83.2% | $4,762-91.1% |
| Participant deferral / active EE | $2,148 | $4,778-55.0% | $4,049-46.9% | $5,850-63.3% |
| Admin fee / account holder | $2,028 | $12,205-83.4% | $7,497-72.9% | $11,596-82.5% |