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 | $39,671 | $73,004-45.7% | $90,749-56.3% | $68,494-42.1% |
| Participation rate | 50.0% | 70.8%-20.8pp | 75.7%-25.7pp | 67.9%-17.9pp |
| Annual return | -15.22% | -13.81%-1.4pp | -12.16%-3.1pp | -7.84%-7.4pp |
| Employer contribution / active EE | $283 | $2,193-87.1% | $2,921-90.3% | $2,596-89.1% |
| Participant deferral / active EE | $2,315 | $3,627-36.2% | $4,564-49.3% | $4,027-42.5% |
| Admin fee / account holder | $1,170 | $5,896-80.2% | $8,445-86.1% | $5,403-78.3% |