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 6-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 | $119,265 | $124,319-4.1% | $111,297+7.2% | $167,490-28.8% |
| Participation rate | 23.8% | 79.6%-55.8pp | 77.3%-53.5pp | 82.1%-58.3pp |
| Annual return | 14.96% | 37.44%-22.5pp | 54.65%-39.7pp | 478.56%-463.6pp |
| Employer contribution / active EE | $580 | $3,435-83.1% | $2,731-78.8% | $4,837-88.0% |
| Participant deferral / active EE | $3,644 | $5,180-29.6% | $4,487-18.8% | $6,341-42.5% |
| Admin fee / account holder | $3,014 | $10,618-71.6% | $7,964-62.2% | $12,309-75.5% |