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 | $31,565 | $56,484-44.1% | $169,463-81.4% | $64,186-50.8% |
| Participation rate | 55.3% | 64.5%-9.3pp | 77.8%-22.5pp | 69.6%-14.3pp |
| Annual return | -6.37% | -1.55%-4.8pp | 1.83%-8.2pp | 7.63%-14.0pp |
| Employer contribution / active EE | $163 | $1,832-91.1% | $4,159-96.1% | $2,381-93.2% |
| Participant deferral / active EE | $1,654 | $3,448-52.0% | $5,277-68.6% | $3,470-52.3% |
| Admin fee / account holder | $1,592 | $4,174-61.9% | $9,109-82.5% | $4,888-67.4% |