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 | $95,532 | $102,317-6.6% | $146,958-35.0% | $80,856+18.2% |
| Participation rate | 32.8% | 75.8%-43.0pp | 82.2%-49.3pp | 67.6%-34.8pp |
| Annual return | 12.28% | 134.76%-122.5pp | 418.34%-406.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $240 | $3,713-93.5% | $4,933-95.1% | $2,755-91.3% |
| Participant deferral / active EE | $5,708 | $6,644-14.1% | $8,070-29.3% | $4,296+32.9% |
| Admin fee / account holder | $13,897 | $7,941+75.0% | $12,998+6.9% | $6,918+100.9% |