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 | $34,617 | $42,894-19.3% | $60,874-43.1% | $68,494-49.5% |
| Participation rate | 22.9% | 66.8%-43.9pp | 73.1%-50.3pp | 67.9%-45.0pp |
| Annual return | -16.68% | -13.98%-2.7pp | 16.90%-33.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $126 | $1,978-93.6% | $2,701-95.3% | $2,596-95.1% |
| Participant deferral / active EE | $1,246 | $2,867-56.5% | $3,817-67.3% | $4,027-69.0% |
| Admin fee / account holder | $2,020 | $3,101-34.9% | $3,224-37.3% | $5,403-62.6% |