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 | $17,415 | $54,350-68.0% | $82,719-78.9% | $68,494-74.6% |
| Participation rate | 32.2% | 63.9%-31.7pp | 72.6%-40.4pp | 67.9%-35.7pp |
| Annual return | -14.41% | -13.67%-0.7pp | 701.18%-715.6pp | -7.84%-6.6pp |
| Employer contribution / active EE | $393 | $2,218-82.3% | $3,009-87.0% | $2,596-84.9% |
| Participant deferral / active EE | $581 | $3,246-82.1% | $4,395-86.8% | $4,027-85.6% |
| Admin fee / account holder | $977 | $4,395-77.8% | $5,329-81.7% | $5,403-81.9% |