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 | $26,027 | $73,867-64.8% | $143,757-81.9% | $68,494-62.0% |
| Participation rate | 28.0% | 66.7%-38.7pp | 80.3%-52.3pp | 67.9%-39.9pp |
| Annual return | -12.67% | 1.01%-13.7pp | -0.04%-12.6pp | -7.84%-4.8pp |
| Employer contribution / active EE | $183 | $3,184-94.3% | $4,951-96.3% | $2,596-93.0% |
| Participant deferral / active EE | $1,442 | $3,384-57.4% | $5,637-74.4% | $4,027-64.2% |
| Admin fee / account holder | $3,834 | $5,755-33.4% | $14,673-73.9% | $5,403-29.0% |