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 | $56,568 | $129,942-56.5% | $104,294-45.8% | $134,475-57.9% |
| Participation rate | 42.9% | 79.5%-36.7pp | 73.3%-30.4pp | 81.2%-38.4pp |
| Annual return | -15.43% | 42.03%-57.5pp | 24.61%-40.0pp | 417.96%-433.4pp |
| Employer contribution / active EE | $292 | $4,184-93.0% | $3,372-91.3% | $4,740-93.8% |
| Participant deferral / active EE | $2,284 | $5,588-59.1% | $4,625-50.6% | $6,400-64.3% |
| Admin fee / account holder | $2,132 | $9,323-77.1% | $7,339-70.9% | $11,426-81.3% |