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 | $22,350 | $73,867-69.7% | $143,757-84.5% | $68,494-67.4% |
| Participation rate | 46.9% | 66.7%-19.8pp | 80.3%-33.4pp | 67.9%-21.0pp |
| Annual return | -9.60% | 1.01%-10.6pp | -0.04%-9.6pp | -7.84%-1.8pp |
| Employer contribution / active EE | $1,231 | $3,184-61.3% | $4,951-75.1% | $2,596-52.6% |
| Participant deferral / active EE | $857 | $3,384-74.7% | $5,637-84.8% | $4,027-78.7% |
| Admin fee / account holder | $1,791 | $5,755-68.9% | $14,673-87.8% | $5,403-66.9% |