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 | $43,492 | $59,805-27.3% | $79,550-45.3% | $68,494-36.5% |
| Participation rate | 43.4% | 61.1%-17.6pp | 69.5%-26.1pp | 67.9%-24.5pp |
| Annual return | -6.90% | -12.30%+5.4pp | 0.16%-7.1pp | -7.84%+0.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,156 | $3,024-28.7% | $3,985-45.9% | $4,027-46.5% |
| Admin fee / account holder | $1,374 | $4,835-71.6% | $6,832-79.9% | $5,403-74.6% |