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 | $70,033 | $71,883-2.6% | $86,677-19.2% | $68,494+2.2% |
| Participation rate | 43.2% | 72.2%-29.1pp | 76.6%-33.4pp | 67.9%-24.7pp |
| Annual return | -18.64% | 3.52%-22.2pp | 35.91%-54.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $327 | $2,173-85.0% | $2,836-88.5% | $2,596-87.4% |
| Participant deferral / active EE | $3,480 | $3,779-7.9% | $4,656-25.3% | $4,027-13.6% |
| Admin fee / account holder | $6,163 | $6,112+0.8% | $7,493-17.8% | $5,403+14.1% |