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 8-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 | $11,283 | $42,894-73.7% | $60,874-81.5% | $68,494-83.5% |
| Participation rate | 21.4% | 66.8%-45.4pp | 73.1%-51.7pp | 67.9%-46.5pp |
| Annual return | -17.82% | -13.98%-3.8pp | 16.90%-34.7pp | -7.84%-10.0pp |
| Employer contribution / active EE | $105 | $1,978-94.7% | $2,701-96.1% | $2,596-96.0% |
| Participant deferral / active EE | $1,266 | $2,867-55.8% | $3,817-66.8% | $4,027-68.6% |
| Admin fee / account holder | $3,006 | $3,101-3.0% | $3,224-6.8% | $5,403-44.4% |