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 | $40,736 | $73,004-44.2% | $90,749-55.1% | $68,494-40.5% |
| Participation rate | 62.5% | 70.8%-8.3pp | 75.7%-13.2pp | 67.9%-5.4pp |
| Annual return | -17.63% | -13.81%-3.8pp | -12.16%-5.5pp | -7.84%-9.8pp |
| Employer contribution / active EE | $58 | $2,193-97.4% | $2,921-98.0% | $2,596-97.8% |
| Participant deferral / active EE | $9,352 | $3,627+157.9% | $4,564+104.9% | $4,027+132.2% |
| Admin fee / account holder | $8,986 | $5,896+52.4% | $8,445+6.4% | $5,403+66.3% |