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 | $115,237 | $58,208+98.0% | $81,812+40.9% | $80,856+42.5% |
| Participation rate | 8.3% | 63.4%-55.1pp | 72.3%-64.0pp | 67.6%-59.3pp |
| Annual return | 29.36% | 41.66%-12.3pp | 773.79%-744.4pp | 35.59%-6.2pp |
| Employer contribution / active EE | $211 | $2,340-91.0% | $2,912-92.7% | $2,755-92.3% |
| Participant deferral / active EE | $741 | $3,281-77.4% | $4,319-82.8% | $4,296-82.7% |
| Admin fee / account holder | $1,171 | $4,981-76.5% | $7,386-84.1% | $6,918-83.1% |