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 5-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 | $35,816 | $88,594-59.6% | $70,092-48.9% | $134,475-73.4% |
| Participation rate | 65.2% | 74.9%-9.7pp | 70.5%-5.3pp | 81.2%-16.0pp |
| Annual return | -15.16% | 442.67%-457.8pp | 190.73%-205.9pp | 417.96%-433.1pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,559-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,771 | $4,772-41.9% | $3,849-28.0% | $6,400-56.7% |
| Admin fee / account holder | $616 | $10,441-94.1% | $6,267-90.2% | $11,426-94.6% |