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 | $97,739 | $100,754-3.0% | $86,677+12.8% | $134,475-27.3% |
| Participation rate | 63.2% | 78.9%-15.8pp | 76.6%-13.4pp | 81.2%-18.1pp |
| Annual return | -11.46% | 29.04%-40.5pp | 35.91%-47.4pp | 417.96%-429.4pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,504 | $5,338-34.4% | $4,656-24.7% | $6,400-45.3% |
| Admin fee / account holder | $16,900 | $10,926+54.7% | $7,493+125.5% | $11,426+47.9% |