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 | $35,117 | $86,286-59.3% | $111,297-68.4% | $85,850-59.1% |
| Participation rate | 47.9% | 73.3%-25.4pp | 77.3%-29.4pp | 69.3%-21.4pp |
| Annual return | 13.28% | 19.99%-6.7pp | 54.65%-41.4pp | 318.53%-305.3pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,872 | $3,641-48.6% | $4,487-58.3% | $3,952-52.6% |
| Admin fee / account holder | $5,464 | $8,188-33.3% | $7,964-31.4% | $6,260-12.7% |