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 8-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 | $24,637 | $64,707-61.9% | $112,228-78.0% | $68,494-64.0% |
| Participation rate | 44.1% | 67.2%-23.0pp | 75.1%-30.9pp | 67.9%-23.8pp |
| Annual return | -18.42% | -11.40%-7.0pp | 27.45%-45.9pp | -7.84%-10.6pp |
| Employer contribution / active EE | $299 | $2,746-89.1% | $3,635-91.8% | $2,596-88.5% |
| Participant deferral / active EE | $2,117 | $3,565-40.6% | $4,728-55.2% | $4,027-47.4% |
| Admin fee / account holder | $842 | $5,232-83.9% | $6,410-86.9% | $5,403-84.4% |