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 | $22,271 | $32,037-30.5% | $69,182-67.8% | $62,891-64.6% |
| Participation rate | 48.8% | 43.4%+5.4pp | 55.1%-6.3pp | 69.3%-20.5pp |
| Annual return | 7.35% | 15.16%-7.8pp | -21.93%+29.3pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $979 | $1,185-17.4% | $1,897-48.4% | $3,203-69.4% |
| Admin fee / account holder | $570 | $2,608-78.1% | $2,697-78.9% | $4,296-86.7% |