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 | $66,871 | $58,577+14.2% | $83,333-19.8% | $64,186+4.2% |
| Participation rate | 40.8% | 72.0%-31.2pp | 77.8%-37.0pp | 69.6%-28.8pp |
| Annual return | -1.37% | 9.65%-11.0pp | 10.63%-12.0pp | 7.63%-9.0pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,983 | $4,654-14.4% | $5,565-28.4% | $3,470+14.8% |
| Admin fee / account holder | $19,379 | $9,275+108.9% | $7,510+158.0% | $4,888+296.5% |