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 | $20,303 | $59,805-66.1% | $79,550-74.5% | $68,494-70.4% |
| Participation rate | 41.8% | 61.1%-19.3pp | 69.5%-27.7pp | 67.9%-26.1pp |
| Annual return | -16.43% | -12.30%-4.1pp | 0.16%-16.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $202 | $1,505-86.6% | $2,413-91.6% | $2,596-92.2% |
| Participant deferral / active EE | $1,307 | $3,024-56.8% | $3,985-67.2% | $4,027-67.5% |
| Admin fee / account holder | $3,853 | $4,835-20.3% | $6,832-43.6% | $5,403-28.7% |