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 | $60,141 | $167,307-64.1% | $143,757-58.2% | $134,475-55.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -16.37% | 0.46%-16.8pp | -0.04%-16.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $399 | $5,619-92.9% | $4,951-91.9% | $4,740-91.6% |
| Participant deferral / active EE | $2,167 | $6,446-66.4% | $5,637-61.6% | $6,400-66.1% |
| Admin fee / account holder | $599 | $18,088-96.7% | $14,673-95.9% | $11,426-94.8% |