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 | $10,843 | $27,641-60.8% | $61,373-82.3% | $68,494-84.2% |
| Participation rate | 35.9% | 39.5%-3.6pp | 52.6%-16.7pp | 67.9%-32.0pp |
| Annual return | -19.44% | -13.24%-6.2pp | 338.61%-358.1pp | -7.84%-11.6pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $841 | $1,263-33.4% | $2,125-60.4% | $4,027-79.1% |
| Admin fee / account holder | $417 | $2,010-79.3% | $2,130-80.4% | $5,403-92.3% |