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 | $134,103 | $81,900+63.7% | $119,609+12.1% | $68,494+95.8% |
| Participation rate | 67.7% | 71.9%-4.2pp | 79.3%-11.5pp | 67.9%-0.1pp |
| Annual return | -8.33% | -23.82%+15.5pp | -14.97%+6.6pp | -7.84%-0.5pp |
| Employer contribution / active EE | $396 | $2,693-85.3% | $4,232-90.6% | $2,596-84.7% |
| Participant deferral / active EE | $2,064 | $4,148-50.2% | $5,602-63.2% | $4,027-48.8% |
| Admin fee / account holder | $2,859 | $6,582-56.6% | $10,323-72.3% | $5,403-47.1% |