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 | $40,825 | $62,586-34.8% | $76,768-46.8% | $64,186-36.4% |
| Participation rate | 56.3% | 72.8%-16.5pp | 77.0%-20.6pp | 69.6%-13.2pp |
| Annual return | -5.41% | -1.95%-3.5pp | 2.43%-7.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $270 | $1,832-85.3% | $2,485-89.1% | $2,381-88.7% |
| Participant deferral / active EE | $1,969 | $3,145-37.4% | $3,852-48.9% | $3,470-43.3% |
| Admin fee / account holder | $2,799 | $4,667-40.0% | $6,675-58.1% | $4,888-42.7% |