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 | $118,800 | $96,635+22.9% | $86,612+37.2% | $139,434-14.8% |
| Participation rate | 20.0% | 74.4%-54.4pp | 71.7%-51.7pp | 80.3%-60.3pp |
| Annual return | 14.82% | 106.41%-91.6pp | 591.07%-576.3pp | 372.94%-358.1pp |
| Employer contribution / active EE | $250 | $3,263-92.3% | $3,022-91.7% | $4,751-94.7% |
| Participant deferral / active EE | $4,000 | $4,836-17.3% | $4,438-9.9% | $6,710-40.4% |
| Admin fee / account holder | $1,297 | $6,408-79.8% | $5,614-76.9% | $11,403-88.6% |