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 | $54,686 | $104,251-47.5% | $91,001-39.9% | $147,584-62.9% |
| Participation rate | 20.0% | 78.2%-58.2pp | 75.6%-55.6pp | 82.8%-62.8pp |
| Annual return | 17.26% | 27.06%-9.8pp | 4.60%+12.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,470 | $4,195-41.1% | $3,547-30.4% | $5,439-54.6% |
| Admin fee / account holder | $2,016 | $8,948-77.5% | $5,417-62.8% | $10,885-81.5% |