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 | $80,250 | $58,577+37.0% | $83,333-3.7% | $64,186+25.0% |
| Participation rate | 57.6% | 72.0%-14.5pp | 77.8%-20.2pp | 69.6%-12.0pp |
| Annual return | -7.98% | 9.65%-17.6pp | 10.63%-18.6pp | 7.63%-15.6pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,031 | $4,654-56.4% | $5,565-63.5% | $3,470-41.5% |
| Admin fee / account holder | $6,891 | $9,275-25.7% | $7,510-8.2% | $4,888+41.0% |