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 | $34,190 | $86,929-60.7% | $102,423-66.6% | $80,856-57.7% |
| Participation rate | 42.3% | 72.4%-30.1pp | 76.5%-34.2pp | 67.6%-25.3pp |
| Annual return | 17.17% | 18.88%-1.7pp | 29.32%-12.2pp | 35.59%-18.4pp |
| Employer contribution / active EE | $258 | $2,369-89.1% | $3,023-91.5% | $2,755-90.6% |
| Participant deferral / active EE | $2,664 | $4,118-35.3% | $5,053-47.3% | $4,296-38.0% |
| Admin fee / account holder | $998 | $8,049-87.6% | $9,451-89.4% | $6,918-85.6% |