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 | $41,734 | $73,867-43.5% | $143,757-71.0% | $68,494-39.1% |
| Participation rate | 62.8% | 66.7%-3.8pp | 80.3%-17.5pp | 67.9%-5.1pp |
| Annual return | -14.93% | 1.01%-15.9pp | -0.04%-14.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $128 | $3,184-96.0% | $4,951-97.4% | $2,596-95.1% |
| Participant deferral / active EE | $2,586 | $3,384-23.6% | $5,637-54.1% | $4,027-35.8% |
| Admin fee / account holder | $717 | $5,755-87.5% | $14,673-95.1% | $5,403-86.7% |