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 8-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 | $20,166 | $73,867-72.7% | $143,757-86.0% | $68,494-70.6% |
| Participation rate | 12.7% | 66.7%-54.0pp | 80.3%-67.6pp | 67.9%-55.2pp |
| Annual return | -19.01% | 1.01%-20.0pp | -0.04%-19.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $10 | $3,184-99.7% | $4,951-99.8% | $2,596-99.6% |
| Participant deferral / active EE | $2,530 | $3,384-25.2% | $5,637-55.1% | $4,027-37.2% |
| Admin fee / account holder | $8,552 | $5,755+48.6% | $14,673-41.7% | $5,403+58.3% |