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 | $32,427 | $64,707-49.9% | $112,228-71.1% | $68,494-52.7% |
| Participation rate | 66.0% | 67.2%-1.2pp | 75.1%-9.1pp | 67.9%-1.9pp |
| Annual return | -18.26% | -11.40%-6.9pp | 27.45%-45.7pp | -7.84%-10.4pp |
| Employer contribution / active EE | $411 | $2,746-85.0% | $3,635-88.7% | $2,596-84.2% |
| Participant deferral / active EE | $1,913 | $3,565-46.3% | $4,728-59.5% | $4,027-52.5% |
| Admin fee / account holder | $7,215 | $5,232+37.9% | $6,410+12.6% | $5,403+33.5% |