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 9-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 | $115,852 | $81,900+41.5% | $119,609-3.1% | $68,494+69.1% |
| Participation rate | 68.3% | 71.9%-3.6pp | 79.3%-10.9pp | 67.9%+0.4pp |
| Annual return | 1.20% | -23.82%+25.0pp | -14.97%+16.2pp | -7.84%+9.0pp |
| Employer contribution / active EE | $630 | $2,693-76.6% | $4,232-85.1% | $2,596-75.7% |
| Participant deferral / active EE | $2,839 | $4,148-31.5% | $5,602-49.3% | $4,027-29.5% |
| Admin fee / account holder | $1,543 | $6,582-76.6% | $10,323-85.1% | $5,403-71.4% |