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 | $50,750 | $64,707-21.6% | $112,228-54.8% | $68,494-25.9% |
| Participation rate | 34.5% | 67.2%-32.7pp | 75.1%-40.6pp | 67.9%-33.4pp |
| Annual return | -14.74% | -11.40%-3.3pp | 27.45%-42.2pp | -7.84%-6.9pp |
| Employer contribution / active EE | $503 | $2,746-81.7% | $3,635-86.2% | $2,596-80.6% |
| Participant deferral / active EE | $1,999 | $3,565-43.9% | $4,728-57.7% | $4,027-50.4% |
| Admin fee / account holder | $2,917 | $5,232-44.3% | $6,410-54.5% | $5,403-46.0% |