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 | $59,167 | $62,586-5.5% | $76,768-22.9% | $64,186-7.8% |
| Participation rate | 54.0% | 72.8%-18.8pp | 77.0%-23.0pp | 69.6%-15.6pp |
| Annual return | -3.32% | -1.95%-1.4pp | 2.43%-5.8pp | 7.63%-11.0pp |
| Employer contribution / active EE | $227 | $1,832-87.6% | $2,485-90.9% | $2,381-90.5% |
| Participant deferral / active EE | $2,079 | $3,145-33.9% | $3,852-46.0% | $3,470-40.1% |
| Admin fee / account holder | $11,188 | $4,667+139.7% | $6,675+67.6% | $4,888+128.9% |