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 | $54,773 | $77,813-29.6% | $123,544-55.7% | $64,186-14.7% |
| Participation rate | 47.4% | 74.7%-27.3pp | 82.3%-34.9pp | 69.6%-22.1pp |
| Annual return | -6.03% | 12.48%-18.5pp | 119.20%-125.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $540 | $3,014-82.1% | $4,628-88.3% | $2,381-77.3% |
| Participant deferral / active EE | $2,761 | $5,240-47.3% | $6,426-57.0% | $3,470-20.4% |
| Admin fee / account holder | $8,648 | $5,519+56.7% | $9,284-6.8% | $4,888+76.9% |