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 | $108,832 | $59,805+82.0% | $79,550+36.8% | $68,494+58.9% |
| Participation rate | 56.1% | 61.1%-5.0pp | 69.5%-13.4pp | 67.9%-11.8pp |
| Annual return | -13.97% | -12.30%-1.7pp | 0.16%-14.1pp | -7.84%-6.1pp |
| Employer contribution / active EE | $186 | $1,505-87.6% | $2,413-92.3% | $2,596-92.8% |
| Participant deferral / active EE | $4,338 | $3,024+43.4% | $3,985+8.9% | $4,027+7.7% |
| Admin fee / account holder | $9,944 | $4,835+105.7% | $6,832+45.5% | $5,403+84.1% |