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 | $51,696 | $73,004-29.2% | $90,749-43.0% | $68,494-24.5% |
| Participation rate | 58.6% | 70.8%-12.2pp | 75.7%-17.1pp | 67.9%-9.3pp |
| Annual return | -15.33% | -13.81%-1.5pp | -12.16%-3.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $361 | $2,193-83.5% | $2,921-87.6% | $2,596-86.1% |
| Participant deferral / active EE | $1,676 | $3,627-53.8% | $4,564-63.3% | $4,027-58.4% |
| Admin fee / account holder | $4,066 | $5,896-31.0% | $8,445-51.8% | $5,403-24.7% |