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 | $94,744 | $98,750-4.1% | $149,696-36.7% | $79,858+18.6% |
| Participation rate | 48.1% | 75.8%-27.7pp | 82.5%-34.4pp | 69.6%-21.6pp |
| Annual return | 18.04% | 27.43%-9.4pp | 276.60%-258.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,018 | $5,680-29.3% | $6,842-41.3% | $3,740+7.4% |
| Admin fee / account holder | $1,157 | $6,053-80.9% | $9,309-87.6% | $5,306-78.2% |