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 | $42,052 | $73,004-42.4% | $90,749-53.7% | $68,494-38.6% |
| Participation rate | 47.5% | 70.8%-23.3pp | 75.7%-28.2pp | 67.9%-20.3pp |
| Annual return | -12.07% | -13.81%+1.7pp | -12.16%+0.1pp | -7.84%-4.2pp |
| Employer contribution / active EE | $464 | $2,193-78.8% | $2,921-84.1% | $2,596-82.1% |
| Participant deferral / active EE | $2,709 | $3,627-25.3% | $4,564-40.7% | $4,027-32.7% |
| Admin fee / account holder | $19,497 | $5,896+230.7% | $8,445+130.9% | $5,403+260.9% |