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 | $170,847 | $72,404+136.0% | $110,238+55.0% | $64,186+166.2% |
| Participation rate | 69.7% | 73.3%-3.6pp | 79.8%-10.1pp | 69.6%+0.1pp |
| Annual return | -3.86% | -6.29%+2.4pp | 314.74%-318.6pp | 7.63%-11.5pp |
| Employer contribution / active EE | $150 | $2,282-93.4% | $3,826-96.1% | $2,381-93.7% |
| Participant deferral / active EE | $6,434 | $3,469+85.5% | $4,672+37.7% | $3,470+85.4% |
| Admin fee / account holder | $4,848 | $5,664-14.4% | $8,547-43.3% | $4,888-0.8% |