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 | $44,743 | $35,183+27.2% | $73,545-39.2% | $70,131-36.2% |
| Participation rate | 45.3% | 42.9%+2.4pp | 54.9%-9.6pp | 69.5%-24.3pp |
| Annual return | 13.77% | 26.90%-13.1pp | -15.16%+28.9pp | 73.14%-59.4pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,611 | $1,220+32.1% | $1,806-10.8% | $3,332-51.6% |
| Admin fee / account holder | $2,659 | $2,302+15.5% | $2,320+14.6% | $4,645-42.8% |