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 | $59,986 | $59,805+0.3% | $79,550-24.6% | $68,494-12.4% |
| Participation rate | 60.5% | 61.1%-0.5pp | 69.5%-9.0pp | 67.9%-7.4pp |
| Annual return | -16.28% | -12.30%-4.0pp | 0.16%-16.4pp | -7.84%-8.4pp |
| Employer contribution / active EE | $206 | $1,505-86.3% | $2,413-91.5% | $2,596-92.1% |
| Participant deferral / active EE | $2,057 | $3,024-32.0% | $3,985-48.4% | $4,027-48.9% |
| Admin fee / account holder | $1,723 | $4,835-64.4% | $6,832-74.8% | $5,403-68.1% |