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 | $86,322 | $72,404+19.2% | $110,238-21.7% | $64,186+34.5% |
| Participation rate | 46.6% | 73.3%-26.7pp | 79.8%-33.2pp | 69.6%-23.0pp |
| Annual return | -5.15% | -6.29%+1.1pp | 314.74%-319.9pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,291 | $3,469-34.0% | $4,672-51.0% | $3,470-34.0% |
| Admin fee / account holder | $11,585 | $5,664+104.5% | $8,547+35.5% | $4,888+137.0% |