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 | $43,575 | $77,813-44.0% | $123,544-64.7% | $64,186-32.1% |
| Participation rate | 40.4% | 74.7%-34.3pp | 82.3%-41.9pp | 69.6%-29.1pp |
| Annual return | -6.15% | 12.48%-18.6pp | 119.20%-125.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,331 | $5,240-55.5% | $6,426-63.7% | $3,470-32.8% |
| Admin fee / account holder | $5,160 | $5,519-6.5% | $9,284-44.4% | $4,888+5.6% |