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 | $58,063 | $77,813-25.4% | $123,544-53.0% | $64,186-9.5% |
| Participation rate | 41.1% | 74.7%-33.6pp | 82.3%-41.2pp | 69.6%-28.5pp |
| Annual return | -2.30% | 12.48%-14.8pp | 119.20%-121.5pp | 7.63%-9.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,192 | $5,240-39.1% | $6,426-50.3% | $3,470-8.0% |
| Admin fee / account holder | $19,694 | $5,519+256.9% | $9,284+112.1% | $4,888+302.9% |