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 | $53,442 | $95,971-44.3% | $74,550-28.3% | $135,375-60.5% |
| Participation rate | 68.4% | 75.7%-7.2pp | 69.1%-0.7pp | 82.6%-14.2pp |
| Annual return | -7.88% | 56.96%-64.8pp | 32.53%-40.4pp | 519.73%-527.6pp |
| Employer contribution / active EE | $69 | $2,716-97.4% | $1,961-96.5% | $4,779-98.5% |
| Participant deferral / active EE | $1,633 | $3,843-57.5% | $3,108-47.5% | $5,609-70.9% |
| Admin fee / account holder | $1,282 | $6,522-80.3% | $5,060-74.7% | $10,827-88.2% |