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 | $26,267 | $49,280-46.7% | $67,313-61.0% | $64,186-59.1% |
| Participation rate | 33.3% | 60.8%-27.5pp | 69.1%-35.7pp | 69.6%-36.2pp |
| Annual return | -6.74% | -1.39%-5.3pp | -4.08%-2.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $34 | $1,668-98.0% | $2,566-98.7% | $2,381-98.6% |
| Participant deferral / active EE | $1,192 | $2,484-52.0% | $3,568-66.6% | $3,470-65.7% |
| Admin fee / account holder | $2,247 | $3,863-41.8% | $4,507-50.1% | $4,888-54.0% |