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 4-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 | $38,742 | $57,281-32.4% | $86,612-55.3% | $75,163-48.5% |
| Participation rate | 12.0% | 63.2%-51.2pp | 71.7%-59.7pp | 67.2%-55.2pp |
| Annual return | 20.38% | 2670.75%-2650.4pp | 591.07%-570.7pp | 160.62%-140.2pp |
| Employer contribution / active EE | $272 | $2,314-88.2% | $3,022-91.0% | $2,670-89.8% |
| Participant deferral / active EE | $1,352 | $3,318-59.2% | $4,438-69.5% | $4,125-67.2% |
| Admin fee / account holder | $361 | $4,112-91.2% | $5,614-93.6% | $5,651-93.6% |