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 | $27,759 | $54,350-48.9% | $82,719-66.4% | $68,494-59.5% |
| Participation rate | 43.3% | 63.9%-20.6pp | 72.6%-29.2pp | 67.9%-24.6pp |
| Annual return | -17.75% | -13.67%-4.1pp | 701.18%-718.9pp | -7.84%-9.9pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,226 | $3,246-62.2% | $4,395-72.1% | $4,027-69.6% |
| Admin fee / account holder | $852 | $4,395-80.6% | $5,329-84.0% | $5,403-84.2% |