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 | $85,204 | $73,933+15.2% | $96,683-11.9% | $75,163+13.4% |
| Participation rate | 27.1% | 66.4%-39.3pp | 74.3%-47.3pp | 67.2%-40.1pp |
| Annual return | 14.08% | 26.70%-12.6pp | 35.69%-21.6pp | 160.62%-146.5pp |
| Employer contribution / active EE | $675 | $2,928-76.9% | $3,737-81.9% | $2,670-74.7% |
| Participant deferral / active EE | $1,690 | $3,659-53.8% | $4,878-65.3% | $4,125-59.0% |
| Admin fee / account holder | $8,908 | $5,216+70.8% | $6,730+32.4% | $5,651+57.6% |