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 | $23,630 | $211,958-88.9% | $169,463-86.1% | $135,375-82.5% |
| Participation rate | 5.6% | 82.6%-77.1pp | 77.8%-72.2pp | 82.6%-77.1pp |
| Annual return | -2.87% | 3.26%-6.1pp | 1.83%-4.7pp | 519.73%-522.6pp |
| Employer contribution / active EE | $0 | $5,120-100.0% | $4,159-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $378 | $6,075-93.8% | $5,277-92.8% | $5,609-93.3% |
| Admin fee / account holder | $26,148 | $11,471+128.0% | $9,109+187.1% | $10,827+141.5% |