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 | $55,567 | $45,602+21.9% | $117,472-52.7% | $66,914-17.0% |
| Participation rate | 29.7% | 57.6%-27.9pp | 70.6%-40.9pp | 69.8%-40.1pp |
| Annual return | -17.39% | -16.74%-0.6pp | 29.74%-47.1pp | 1.58%-19.0pp |
| Employer contribution / active EE | $269 | $1,579-83.0% | $4,176-93.6% | $2,544-89.4% |
| Participant deferral / active EE | $1,542 | $2,845-45.8% | $4,070-62.1% | $4,237-63.6% |
| Admin fee / account holder | $3,446 | $661+421.6% | $5,645-39.0% | $593+480.9% |