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 | $29,780 | $73,867-59.7% | $143,757-79.3% | $68,494-56.5% |
| Participation rate | 45.6% | 66.7%-21.0pp | 80.3%-34.7pp | 67.9%-22.3pp |
| Annual return | -14.75% | 1.01%-15.8pp | -0.04%-14.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $172 | $3,184-94.6% | $4,951-96.5% | $2,596-93.4% |
| Participant deferral / active EE | $2,159 | $3,384-36.2% | $5,637-61.7% | $4,027-46.4% |
| Admin fee / account holder | $10,998 | $5,755+91.1% | $14,673-25.0% | $5,403+103.6% |