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 | $75,433 | $56,054+34.6% | $171,082-55.9% | $62,891+19.9% |
| Participation rate | 58.1% | 62.9%-4.7pp | 76.7%-18.6pp | 69.3%-11.2pp |
| Annual return | 5.88% | 22.52%-16.6pp | 32.56%-26.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,673 | $3,158+143.0% | $4,797+59.9% | $3,203+139.6% |
| Admin fee / account holder | $2,176 | $3,647-40.3% | $8,520-74.5% | $4,296-49.4% |