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 | $62,917 | $27,641+127.6% | $61,373+2.5% | $68,494-8.1% |
| Participation rate | 29.4% | 39.5%-10.1pp | 52.6%-23.2pp | 67.9%-38.5pp |
| Annual return | -15.60% | -13.24%-2.4pp | 338.61%-354.2pp | -7.84%-7.8pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,412 | $1,263+170.1% | $2,125+60.6% | $4,027-15.3% |
| Admin fee / account holder | $884 | $2,010-56.0% | $2,130-58.5% | $5,403-83.6% |