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 | $64,291 | $57,354+12.1% | $83,848-23.3% | $64,186+0.2% |
| Participation rate | 55.6% | 68.6%-13.1pp | 76.1%-20.6pp | 69.6%-14.0pp |
| Annual return | -0.60% | 11.38%-12.0pp | 850.88%-851.5pp | 7.63%-8.2pp |
| Employer contribution / active EE | $496 | $2,545-80.5% | $3,631-86.3% | $2,381-79.2% |
| Participant deferral / active EE | $2,224 | $2,993-25.7% | $4,082-45.5% | $3,470-35.9% |
| Admin fee / account holder | $1,766 | $4,046-56.4% | $5,478-67.8% | $4,888-63.9% |