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 | $88,332 | $48,750+81.2% | $88,946-0.7% | $74,304+18.9% |
| Participation rate | 54.0% | 44.5%+9.5pp | 68.8%-14.9pp | 60.3%-6.4pp |
| Annual return | 21.45% | 25.91%-4.5pp | 57.82%-36.4pp | 29.43%-8.0pp |
| Employer contribution / active EE | $0 | $1,255-100.0% | $2,555-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $7,355 | $2,423+203.5% | $4,581+60.5% | $3,767+95.2% |
| Admin fee / account holder | $824 | $3,756-78.1% | $8,261-90.0% | $2,969-72.3% |