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 | $137,273 | $133,958+2.5% | $112,228+22.3% | $134,475+2.1% |
| Participation rate | 31.6% | 78.6%-47.0pp | 75.1%-43.5pp | 81.2%-49.6pp |
| Annual return | -14.08% | 47.11%-61.2pp | 27.45%-41.5pp | 417.96%-432.0pp |
| Employer contribution / active EE | $620 | $4,038-84.6% | $3,635-82.9% | $4,740-86.9% |
| Participant deferral / active EE | $1,976 | $5,291-62.6% | $4,728-58.2% | $6,400-69.1% |
| Admin fee / account holder | $53,931 | $7,489+620.2% | $6,410+741.4% | $11,426+372.0% |