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 4-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 | $55,802 | $105,860-47.3% | $90,749-38.5% | $134,475-58.5% |
| Participation rate | 47.1% | 78.2%-31.2pp | 75.7%-28.6pp | 81.2%-34.2pp |
| Annual return | -6.56% | -11.01%+4.5pp | -12.16%+5.6pp | 417.96%-424.5pp |
| Employer contribution / active EE | $171 | $3,462-95.1% | $2,921-94.2% | $4,740-96.4% |
| Participant deferral / active EE | $2,853 | $5,216-45.3% | $4,564-37.5% | $6,400-55.4% |
| Admin fee / account holder | $13,176 | $13,938-5.5% | $8,445+56.0% | $11,426+15.3% |