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 | $119,690 | $99,032+20.9% | $80,019+49.6% | $135,375-11.6% |
| Participation rate | 46.7% | 78.4%-31.7pp | 75.8%-29.2pp | 82.6%-36.0pp |
| Annual return | -3.04% | 15.39%-18.4pp | 11.22%-14.3pp | 519.73%-522.8pp |
| Employer contribution / active EE | $172 | $3,043-94.3% | $2,468-93.0% | $4,779-96.4% |
| Participant deferral / active EE | $5,882 | $4,282+37.4% | $3,686+59.6% | $5,609+4.9% |
| Admin fee / account holder | $5,254 | $10,436-49.7% | $6,521-19.4% | $10,827-51.5% |