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 | $18,843 | $69,518-72.9% | $59,878-68.5% | $135,375-86.1% |
| Participation rate | 16.7% | 77.8%-61.2pp | 74.7%-58.0pp | 82.6%-66.0pp |
| Annual return | 0.48% | 7.94%-7.5pp | 3.46%-3.0pp | 519.73%-519.3pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $199 | $4,206-95.3% | $3,402-94.1% | $5,609-96.5% |
| Admin fee / account holder | $35,227 | $5,734+514.3% | $3,590+881.2% | $10,827+225.4% |