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 | $63,429 | $54,726+15.9% | $68,793-7.8% | $64,186-1.2% |
| Participation rate | 65.0% | 68.0%-3.0pp | 72.2%-7.2pp | 69.6%-4.6pp |
| Annual return | -5.73% | -1.62%-4.1pp | -4.63%-1.1pp | 7.63%-13.4pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,673 | $2,626-36.3% | $3,311-49.5% | $3,470-51.8% |
| Admin fee / account holder | $1,110 | $4,027-72.4% | $5,131-78.4% | $4,888-77.3% |