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 | $38,068 | $69,977-45.6% | $108,579-64.9% | $62,891-39.5% |
| Participation rate | 63.0% | 72.9%-9.9pp | 79.6%-16.6pp | 69.3%-6.3pp |
| Annual return | 10.55% | 10.73%-0.2pp | -51.70%+62.2pp | 20.14%-9.6pp |
| Employer contribution / active EE | $205 | $2,135-90.4% | $3,758-94.6% | $2,281-91.0% |
| Participant deferral / active EE | $1,435 | $3,165-54.7% | $4,311-66.7% | $3,203-55.2% |
| Admin fee / account holder | $328 | $5,076-93.5% | $7,645-95.7% | $4,296-92.4% |