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 | $78,063 | $100,754-22.5% | $86,677-9.9% | $134,475-42.0% |
| Participation rate | 55.6% | 78.9%-23.4pp | 76.6%-21.0pp | 81.2%-25.7pp |
| Annual return | -14.00% | 29.04%-43.0pp | 35.91%-49.9pp | 417.96%-432.0pp |
| Employer contribution / active EE | $354 | $3,489-89.8% | $2,836-87.5% | $4,740-92.5% |
| Participant deferral / active EE | $1,940 | $5,338-63.7% | $4,656-58.3% | $6,400-69.7% |
| Admin fee / account holder | $3,239 | $10,926-70.4% | $7,493-56.8% | $11,426-71.7% |