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 | $58,670 | $37,393+56.9% | $77,024-23.8% | $66,914-12.3% |
| Participation rate | 19.8% | 52.9%-33.0pp | 67.9%-48.1pp | 69.8%-50.0pp |
| Annual return | -16.23% | -3.29%-12.9pp | 42.32%-58.5pp | 1.58%-17.8pp |
| Employer contribution / active EE | $15 | $1,531-99.0% | $2,812-99.4% | $2,544-99.4% |
| Participant deferral / active EE | $1,300 | $2,617-50.3% | $4,426-70.6% | $4,237-69.3% |
| Admin fee / account holder | $4,994 | $567+781.2% | $5,425-7.9% | $593+741.8% |