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 | $29,126 | $183,592-84.1% | $155,567-81.3% | $145,959-80.0% |
| Participation rate | 35.7% | 82.7%-47.0pp | 78.2%-42.5pp | 80.3%-44.6pp |
| Annual return | 27.07% | 61.24%-34.2pp | 64.74%-37.7pp | 561.95%-534.9pp |
| Employer contribution / active EE | $593 | $5,315-88.8% | $4,674-87.3% | $4,661-87.3% |
| Participant deferral / active EE | $2,762 | $6,464-57.3% | $5,628-50.9% | $6,689-58.7% |
| Admin fee / account holder | $1,509 | $19,318-92.2% | $15,916-90.5% | $13,398-88.7% |