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 | $74,407 | $81,900-9.1% | $119,609-37.8% | $68,494+8.6% |
| Participation rate | 64.0% | 71.9%-7.9pp | 79.3%-15.3pp | 67.9%-3.9pp |
| Annual return | -15.14% | -23.82%+8.7pp | -14.97%-0.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $658 | $2,693-75.6% | $4,232-84.5% | $2,596-74.7% |
| Participant deferral / active EE | $3,712 | $4,148-10.5% | $5,602-33.7% | $4,027-7.8% |
| Admin fee / account holder | $4,295 | $6,582-34.7% | $10,323-58.4% | $5,403-20.5% |