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 | $33,174 | $40,256-17.6% | $57,343-42.1% | $59,632-44.4% |
| Participation rate | 36.0% | 69.2%-33.2pp | 75.1%-39.1pp | 68.7%-32.7pp |
| Annual return | 2.13% | 27.49%-25.4pp | 24.39%-22.3pp | 2041.28%-2039.2pp |
| Employer contribution / active EE | $988 | $1,922-48.6% | $2,689-63.3% | $2,203-55.2% |
| Participant deferral / active EE | $450 | $2,399-81.3% | $3,162-85.8% | $3,192-85.9% |
| Admin fee / account holder | $336 | $2,818-88.1% | $3,356-90.0% | $4,297-92.2% |