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 | $58,383 | $71,883-18.8% | $86,677-32.6% | $68,494-14.8% |
| Participation rate | 65.5% | 72.2%-6.7pp | 76.6%-11.1pp | 67.9%-2.4pp |
| Annual return | -13.30% | 3.52%-16.8pp | 35.91%-49.2pp | -7.84%-5.5pp |
| Employer contribution / active EE | $293 | $2,173-86.5% | $2,836-89.7% | $2,596-88.7% |
| Participant deferral / active EE | $1,767 | $3,779-53.2% | $4,656-62.1% | $4,027-56.1% |
| Admin fee / account holder | $889 | $6,112-85.5% | $7,493-88.1% | $5,403-83.5% |