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 | $117,781 | $73,867+59.4% | $143,757-18.1% | $68,494+72.0% |
| Participation rate | 22.2% | 66.7%-44.4pp | 80.3%-58.1pp | 67.9%-45.7pp |
| Annual return | -10.20% | 1.01%-11.2pp | -0.04%-10.2pp | -7.84%-2.4pp |
| Employer contribution / active EE | $266 | $3,184-91.6% | $4,951-94.6% | $2,596-89.8% |
| Participant deferral / active EE | $6,141 | $3,384+81.4% | $5,637+8.9% | $4,027+52.5% |
| Admin fee / account holder | $8,843 | $5,755+53.7% | $14,673-39.7% | $5,403+63.7% |