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 | $43,007 | $55,449-22.4% | $83,848-48.7% | $56,287-23.6% |
| Participation rate | 47.1% | 68.0%-20.9pp | 76.1%-29.1pp | 69.9%-22.8pp |
| Annual return | -6.28% | -1.38%-4.9pp | 850.88%-857.2pp | -9.96%+3.7pp |
| Employer contribution / active EE | $203 | $2,430-91.6% | $3,631-94.4% | $2,111-90.4% |
| Participant deferral / active EE | $1,432 | $2,935-51.2% | $4,082-64.9% | $3,350-57.2% |
| Admin fee / account holder | $7,657 | $656+1067.2% | $5,478+39.8% | $521+1369.8% |