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 | $106,086 | $94,529+12.2% | $140,016-24.2% | $64,186+65.3% |
| Participation rate | 45.7% | 84.1%-38.4pp | 87.5%-41.8pp | 69.6%-23.9pp |
| Annual return | -2.33% | 7.77%-10.1pp | 651.12%-653.4pp | 7.63%-10.0pp |
| Employer contribution / active EE | $848 | $3,812-77.8% | $5,606-84.9% | $2,381-64.4% |
| Participant deferral / active EE | $2,995 | $5,250-43.0% | $6,927-56.8% | $3,470-13.7% |
| Admin fee / account holder | $38,086 | $6,741+465.0% | $10,705+255.8% | $4,888+679.2% |