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 | $122,668 | $49,177+149.4% | $79,464+54.4% | $64,186+91.1% |
| Participation rate | 25.0% | 65.0%-40.0pp | 73.3%-48.3pp | 69.6%-44.6pp |
| Annual return | -0.90% | -1.16%+0.3pp | 718.14%-719.0pp | 7.63%-8.5pp |
| Employer contribution / active EE | $77 | $2,076-96.3% | $2,800-97.3% | $2,381-96.8% |
| Participant deferral / active EE | $1,535 | $2,821-45.6% | $3,704-58.5% | $3,470-55.7% |
| Admin fee / account holder | $18,281 | $3,839+376.2% | $5,113+257.5% | $4,888+274.0% |