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 | $59,006 | $58,828+0.3% | $77,999-24.4% | $62,891-6.2% |
| Participation rate | 55.3% | 71.1%-15.8pp | 75.5%-20.3pp | 69.3%-14.0pp |
| Annual return | 5.36% | 17.16%-11.8pp | 425.96%-420.6pp | 20.14%-14.8pp |
| Employer contribution / active EE | $209 | $1,672-87.5% | $2,470-91.5% | $2,281-90.8% |
| Participant deferral / active EE | $1,557 | $2,686-42.0% | $3,497-55.5% | $3,203-51.4% |
| Admin fee / account holder | $5,506 | $4,393+25.3% | $5,480+0.5% | $4,296+28.2% |