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 | $62,744 | $82,664-24.1% | $125,339-49.9% | $68,494-8.4% |
| Participation rate | 54.2% | 75.0%-20.9pp | 82.4%-28.2pp | 67.9%-13.7pp |
| Annual return | -16.33% | -5.97%-10.4pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $491 | $3,381-85.5% | $4,814-89.8% | $2,596-81.1% |
| Participant deferral / active EE | $5,120 | $6,110-16.2% | $7,446-31.2% | $4,027+27.1% |
| Admin fee / account holder | $8,768 | $6,275+39.7% | $10,010-12.4% | $5,403+62.3% |