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 | $86,234 | $60,022+43.7% | $88,946-3.0% | $84,808+1.7% |
| Participation rate | 16.0% | 57.8%-41.8pp | 68.8%-52.8pp | 68.3%-52.3pp |
| Annual return | 17.93% | 22.43%-4.5pp | 57.82%-39.9pp | 40.90%-23.0pp |
| Employer contribution / active EE | $140 | $1,703-91.8% | $2,555-94.5% | $2,631-94.7% |
| Participant deferral / active EE | $1,922 | $3,114-38.3% | $4,581-58.0% | $4,212-54.4% |
| Admin fee / account holder | $1,798 | $4,811-62.6% | $8,261-78.2% | $7,344-75.5% |