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 | $38,727 | $129,942-70.2% | $104,294-62.9% | $134,475-71.2% |
| Participation rate | 46.2% | 79.5%-33.4pp | 73.3%-27.1pp | 81.2%-35.1pp |
| Annual return | -14.50% | 42.03%-56.5pp | 24.61%-39.1pp | 417.96%-432.5pp |
| Employer contribution / active EE | $559 | $4,184-86.6% | $3,372-83.4% | $4,740-88.2% |
| Participant deferral / active EE | $3,265 | $5,588-41.6% | $4,625-29.4% | $6,400-49.0% |
| Admin fee / account holder | $1,901 | $9,323-79.6% | $7,339-74.1% | $11,426-83.4% |