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 | $35,112 | $82,664-57.5% | $125,339-72.0% | $68,494-48.7% |
| Participation rate | 51.9% | 75.0%-23.1pp | 82.4%-30.4pp | 67.9%-15.9pp |
| Annual return | 4.17% | -5.97%+10.1pp | 572.05%-567.9pp | -7.84%+12.0pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,397 | $6,110+37.4% | $7,446+12.8% | $4,027+108.5% |
| Admin fee / account holder | $5,794 | $6,275-7.7% | $10,010-42.1% | $5,403+7.2% |