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 | $39,339 | $73,981-46.8% | $105,722-62.8% | $62,891-37.4% |
| Participation rate | 54.8% | 71.7%-16.9pp | 78.9%-24.1pp | 69.3%-14.5pp |
| Annual return | 6.72% | 17.60%-10.9pp | 12.25%-5.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $320 | $2,856-88.8% | $4,079-92.2% | $2,281-86.0% |
| Participant deferral / active EE | $1,667 | $4,038-58.7% | $5,326-68.7% | $3,203-47.9% |
| Admin fee / account holder | $2,886 | $5,976-51.7% | $8,308-65.3% | $4,296-32.8% |