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 | $91,824 | $95,416-3.8% | $185,823-50.6% | $85,850+7.0% |
| Participation rate | 22.0% | 68.8%-46.8pp | 81.7%-59.7pp | 69.3%-47.4pp |
| Annual return | 19.29% | 23.59%-4.3pp | 122.05%-102.8pp | 318.53%-299.2pp |
| Employer contribution / active EE | $289 | $3,314-91.3% | $5,167-94.4% | $2,565-88.8% |
| Participant deferral / active EE | $1,103 | $3,423-67.8% | $5,568-80.2% | $3,952-72.1% |
| Admin fee / account holder | $3,606 | $7,213-50.0% | $16,237-77.8% | $6,260-42.4% |