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 | $62,388 | $91,190-31.6% | $178,490-65.0% | $79,858-21.9% |
| Participation rate | 21.9% | 69.2%-47.3pp | 81.9%-60.0pp | 69.6%-47.8pp |
| Annual return | 35.48% | 24.19%+11.3pp | 151.07%-115.6pp | 31.71%+3.8pp |
| Employer contribution / active EE | $349 | $3,256-89.3% | $5,011-93.0% | $2,471-85.9% |
| Participant deferral / active EE | $1,433 | $3,236-55.7% | $5,202-72.5% | $3,740-61.7% |
| Admin fee / account holder | $637 | $6,751-90.6% | $13,984-95.4% | $5,306-88.0% |