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 | $77,529 | $45,073+72.0% | $69,455+11.6% | $72,985+6.2% |
| Participation rate | 43.3% | 68.5%-25.2pp | 74.6%-31.3pp | 69.5%-26.2pp |
| Annual return | 15.25% | 22.65%-7.4pp | 28.97%-13.7pp | 81.00%-65.7pp |
| Employer contribution / active EE | $76 | $2,054-96.3% | $2,779-97.3% | $2,440-96.9% |
| Participant deferral / active EE | $2,827 | $2,602+8.7% | $3,535-20.0% | $3,607-21.6% |
| Admin fee / account holder | $3,069 | $3,056+0.4% | $3,839-20.1% | $5,124-40.1% |