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 | $65,309 | $133,958-51.2% | $112,228-41.8% | $134,475-51.4% |
| Participation rate | 34.8% | 78.6%-43.8pp | 75.1%-40.3pp | 81.2%-46.4pp |
| Annual return | -14.22% | 47.11%-61.3pp | 27.45%-41.7pp | 417.96%-432.2pp |
| Employer contribution / active EE | $568 | $4,038-85.9% | $3,635-84.4% | $4,740-88.0% |
| Participant deferral / active EE | $1,798 | $5,291-66.0% | $4,728-62.0% | $6,400-71.9% |
| Admin fee / account holder | $19,297 | $7,489+157.7% | $6,410+201.0% | $11,426+68.9% |