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.
Participant 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 | $33,005 | $65,061-49.3% | $143,757-77.0% | $66,914-50.7% |
| Participation rate | 30.5% | 65.2%-34.7pp | 80.3%-49.8pp | 69.8%-39.3pp |
| Annual return | -10.49% | -11.14%+0.7pp | -0.04%-10.4pp | 1.58%-12.1pp |
| Employer contribution / active EE | $441 | $2,361-81.3% | $4,951-91.1% | $2,544-82.6% |
| Participant deferral / active EE | $777 | $2,919-73.4% | $5,637-86.2% | $4,237-81.7% |
| Admin fee / account holder | $5,021 | $502+900.4% | $14,673-65.8% | $593+746.4% |