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 | $72,357 | $65,703+10.1% | $94,224-23.2% | $59,632+21.3% |
| Participation rate | 31.8% | 72.1%-40.3pp | 78.8%-47.0pp | 68.7%-36.9pp |
| Annual return | -2.28% | 5.22%-7.5pp | 10.68%-13.0pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,083 | $3,143-33.7% | $4,320-51.8% | $3,192-34.7% |
| Admin fee / account holder | $1,599 | $4,264-62.5% | $6,269-74.5% | $4,297-62.8% |