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 5-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 | $49,141 | $167,484-70.7% | $151,611-67.6% | $134,475-63.5% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -20.68% | 7.80%-28.5pp | 3.33%-24.0pp | 417.96%-438.6pp |
| Employer contribution / active EE | $1,437 | $6,829-79.0% | $6,166-76.7% | $4,740-69.7% |
| Participant deferral / active EE | $6,538 | $8,986-27.2% | $8,363-21.8% | $6,400+2.2% |
| Admin fee / account holder | $440 | $13,783-96.8% | $11,616-96.2% | $11,426-96.2% |