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 | $42,618 | $32,117+32.7% | $71,086-40.0% | $64,186-33.6% |
| Participation rate | 20.4% | 42.7%-22.3pp | 54.7%-34.2pp | 69.6%-49.2pp |
| Annual return | -9.66% | -5.57%-4.1pp | 650.59%-660.2pp | 7.63%-17.3pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $580 | $1,263-54.0% | $1,874-69.0% | $3,470-83.3% |
| Admin fee / account holder | $2,952 | $2,759+7.0% | $3,082-4.2% | $4,888-39.6% |