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.
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 | $15,340 | $93,024-83.5% | $77,024-80.1% | $134,475-88.6% |
| Participation rate | 37.5% | 74.5%-37.0pp | 67.9%-30.4pp | 81.2%-43.7pp |
| Annual return | -17.61% | 62.60%-80.2pp | 42.32%-59.9pp | 417.96%-435.6pp |
| Employer contribution / active EE | $854 | $3,418-75.0% | $2,812-69.6% | $4,740-82.0% |
| Participant deferral / active EE | $862 | $5,238-83.5% | $4,426-80.5% | $6,400-86.5% |
| Admin fee / account holder | $518 | $6,944-92.5% | $5,425-90.4% | $11,426-95.5% |