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 | $45,734 | $175,202-73.9% | $149,673-69.4% | $139,434-67.2% |
| Participation rate | 9.1% | 83.4%-74.3pp | 78.8%-69.7pp | 80.3%-71.2pp |
| Annual return | 17.59% | 166.71%-149.1pp | 134.42%-116.8pp | 372.94%-355.3pp |
| Employer contribution / active EE | $545 | $5,474-90.0% | $4,818-88.7% | $4,751-88.5% |
| Participant deferral / active EE | $2,727 | $6,519-58.2% | $5,680-52.0% | $6,710-59.4% |
| Admin fee / account holder | $316 | $16,150-98.0% | $13,210-97.6% | $11,403-97.2% |