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 | $112,589 | $76,912+46.4% | $129,110-12.8% | $68,494+64.4% |
| Participation rate | 59.5% | 69.1%-9.7pp | 77.3%-17.8pp | 67.9%-8.4pp |
| Annual return | -17.48% | -9.78%-7.7pp | -10.94%-6.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $771 | $3,243-76.2% | $5,052-84.7% | $2,596-70.3% |
| Participant deferral / active EE | $3,777 | $4,732-20.2% | $6,542-42.3% | $4,027-6.2% |
| Admin fee / account holder | $33,046 | $6,638+397.9% | $14,302+131.1% | $5,403+511.7% |