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 9-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 | $38,371 | $41,854-8.3% | $73,843-48.0% | $52,331-26.7% |
| Participation rate | 46.7% | 66.2%-19.6pp | 73.4%-26.8pp | 68.1%-21.4pp |
| Annual return | -1.32% | 2.11%-3.4pp | 2267.84%-2269.2pp | 4.54%-5.9pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,698 | $2,498-32.0% | $3,583-52.6% | $3,022-43.8% |
| Admin fee / account holder | $824 | $493+67.2% | $4,880-83.1% | $592+39.2% |