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 7-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 | $32,067 | $59,805-46.4% | $79,550-59.7% | $68,494-53.2% |
| Participation rate | 69.6% | 61.1%+8.5pp | 69.5%+0.1pp | 67.9%+1.7pp |
| Annual return | -17.48% | -12.30%-5.2pp | 0.16%-17.6pp | -7.84%-9.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,537 | $3,024+50.0% | $3,985+13.8% | $4,027+12.7% |
| Admin fee / account holder | $1,328 | $4,835-72.5% | $6,832-80.6% | $5,403-75.4% |