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 | $62,082 | $59,805+3.8% | $79,550-22.0% | $68,494-9.4% |
| Participation rate | 64.0% | 61.1%+2.9pp | 69.5%-5.5pp | 67.9%-3.9pp |
| Annual return | -15.31% | -12.30%-3.0pp | 0.16%-15.5pp | -7.84%-7.5pp |
| Employer contribution / active EE | $185 | $1,505-87.7% | $2,413-92.4% | $2,596-92.9% |
| Participant deferral / active EE | $7,384 | $3,024+144.2% | $3,985+85.3% | $4,027+83.4% |
| Admin fee / account holder | $3,479 | $4,835-28.0% | $6,832-49.1% | $5,403-35.6% |