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 | $11,560 | $73,867-84.3% | $143,757-92.0% | $68,494-83.1% |
| Participation rate | 52.3% | 66.7%-14.4pp | 80.3%-28.0pp | 67.9%-15.6pp |
| Annual return | -16.72% | 1.01%-17.7pp | -0.04%-16.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $351 | $3,184-89.0% | $4,951-92.9% | $2,596-86.5% |
| Participant deferral / active EE | $1,524 | $3,384-55.0% | $5,637-73.0% | $4,027-62.1% |
| Admin fee / account holder | $843 | $5,755-85.3% | $14,673-94.3% | $5,403-84.4% |