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 | $133,401 | $127,386+4.7% | $115,037+16.0% | $125,391+6.4% |
| Participation rate | 45.0% | 84.2%-39.2pp | 81.4%-36.4pp | 83.2%-38.2pp |
| Annual return | -0.70% | 31.28%-32.0pp | 26.14%-26.8pp | 282.22%-282.9pp |
| Employer contribution / active EE | $38 | $5,166-99.3% | $4,608-99.2% | $4,866-99.2% |
| Participant deferral / active EE | $9,219 | $6,423+43.5% | $6,026+53.0% | $5,352+72.3% |
| Admin fee / account holder | $13,628 | $9,516+43.2% | $8,175+66.7% | $9,540+42.8% |