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 | $76,279 | $69,010+10.5% | $159,960-52.3% | $68,494+11.4% |
| Participation rate | 48.4% | 65.4%-17.0pp | 78.0%-29.6pp | 67.9%-19.5pp |
| Annual return | -14.67% | -9.65%-5.0pp | 408.60%-423.3pp | -7.84%-6.8pp |
| Employer contribution / active EE | $200 | $2,213-91.0% | $4,226-95.3% | $2,596-92.3% |
| Participant deferral / active EE | $3,161 | $4,212-24.9% | $6,182-48.9% | $4,027-21.5% |
| Admin fee / account holder | $18,620 | $4,798+288.1% | $8,698+114.1% | $5,403+244.6% |