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 | $184,101 | $73,004+152.2% | $90,749+102.9% | $68,494+168.8% |
| Participation rate | 53.6% | 70.8%-17.2pp | 75.7%-22.1pp | 67.9%-14.3pp |
| Annual return | -16.39% | -13.81%-2.6pp | -12.16%-4.2pp | -7.84%-8.6pp |
| Employer contribution / active EE | $468 | $2,193-78.6% | $2,921-84.0% | $2,596-82.0% |
| Participant deferral / active EE | $5,923 | $3,627+63.3% | $4,564+29.8% | $4,027+47.1% |
| Admin fee / account holder | $15,619 | $5,896+164.9% | $8,445+85.0% | $5,403+189.1% |