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 | $26,011 | $106,543-75.6% | $91,220-71.5% | $134,475-80.7% |
| Participation rate | 38.5% | 76.8%-38.3pp | 73.2%-34.7pp | 81.2%-42.8pp |
| Annual return | -13.29% | 160.60%-173.9pp | 114.01%-127.3pp | 417.96%-431.3pp |
| Employer contribution / active EE | $179 | $3,331-94.6% | $2,850-93.7% | $4,740-96.2% |
| Participant deferral / active EE | $879 | $4,719-81.4% | $4,234-79.2% | $6,400-86.3% |
| Admin fee / account holder | $28,887 | $6,231+363.6% | $5,420+433.0% | $11,426+152.8% |