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 | $37,531 | $59,805-37.2% | $79,550-52.8% | $68,494-45.2% |
| Participation rate | 25.7% | 61.1%-35.4pp | 69.5%-43.8pp | 67.9%-42.2pp |
| Annual return | -11.45% | -12.30%+0.9pp | 0.16%-11.6pp | -7.84%-3.6pp |
| Employer contribution / active EE | $284 | $1,505-81.1% | $2,413-88.2% | $2,596-89.1% |
| Participant deferral / active EE | $2,269 | $3,024-25.0% | $3,985-43.1% | $4,027-43.7% |
| Admin fee / account holder | $13,998 | $4,835+189.5% | $6,832+104.9% | $5,403+159.1% |