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 | $67,216 | $71,883-6.5% | $86,677-22.5% | $68,494-1.9% |
| Participation rate | 58.5% | 72.2%-13.7pp | 76.6%-18.0pp | 67.9%-9.4pp |
| Annual return | -16.23% | 3.52%-19.8pp | 35.91%-52.1pp | -7.84%-8.4pp |
| Employer contribution / active EE | $462 | $2,173-78.8% | $2,836-83.7% | $2,596-82.2% |
| Participant deferral / active EE | $2,376 | $3,779-37.1% | $4,656-49.0% | $4,027-41.0% |
| Admin fee / account holder | $1,764 | $6,112-71.1% | $7,493-76.5% | $5,403-67.3% |