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 | $96,666 | $82,664+16.9% | $125,339-22.9% | $68,494+41.1% |
| Participation rate | 69.0% | 75.0%-6.0pp | 82.4%-13.3pp | 67.9%+1.2pp |
| Annual return | -18.69% | -5.97%-12.7pp | 572.05%-590.7pp | -7.84%-10.8pp |
| Employer contribution / active EE | $430 | $3,381-87.3% | $4,814-91.1% | $2,596-83.4% |
| Participant deferral / active EE | $4,983 | $6,110-18.4% | $7,446-33.1% | $4,027+23.7% |
| Admin fee / account holder | $6,225 | $6,275-0.8% | $10,010-37.8% | $5,403+15.2% |