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 | $25,342 | $95,971-73.6% | $74,550-66.0% | $135,375-81.3% |
| Participation rate | 13.6% | 75.7%-62.0pp | 69.1%-55.5pp | 82.6%-69.0pp |
| Annual return | -3.90% | 56.96%-60.9pp | 32.53%-36.4pp | 519.73%-523.6pp |
| Employer contribution / active EE | $275 | $2,716-89.9% | $1,961-86.0% | $4,779-94.2% |
| Participant deferral / active EE | $1,805 | $3,843-53.0% | $3,108-41.9% | $5,609-67.8% |
| Admin fee / account holder | $23,399 | $6,522+258.8% | $5,060+362.5% | $10,827+116.1% |