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 7-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 | $8,158 | $67,331-87.9% | $60,874-86.6% | $134,475-93.9% |
| Participation rate | 9.1% | 76.2%-67.1pp | 73.1%-64.0pp | 81.2%-72.1pp |
| Annual return | -16.48% | 49.93%-66.4pp | 16.90%-33.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $368 | $3,096-88.1% | $2,701-86.4% | $4,740-92.2% |
| Participant deferral / active EE | $1,423 | $4,538-68.7% | $3,817-62.7% | $6,400-77.8% |
| Admin fee / account holder | $2,277 | $4,582-50.3% | $3,224-29.4% | $11,426-80.1% |