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 | $86,145 | $58,577+47.1% | $83,333+3.4% | $64,186+34.2% |
| Participation rate | 67.2% | 72.0%-4.8pp | 77.8%-10.6pp | 69.6%-2.4pp |
| Annual return | -6.63% | 9.65%-16.3pp | 10.63%-17.3pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,896 | $4,654+5.2% | $5,565-12.0% | $3,470+41.1% |
| Admin fee / account holder | $12,342 | $9,275+33.1% | $7,510+64.3% | $4,888+152.5% |