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 | $45,909 | $142,344-67.7% | $119,609-61.6% | $134,475-65.9% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -15.51% | -12.44%-3.1pp | -14.97%-0.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $979 | $5,222-81.3% | $4,232-76.9% | $4,740-79.4% |
| Participant deferral / active EE | $2,437 | $6,469-62.3% | $5,602-56.5% | $6,400-61.9% |
| Admin fee / account holder | $5,824 | $13,584-57.1% | $10,323-43.6% | $11,426-49.0% |