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 | $17,874 | $49,177-63.7% | $79,464-77.5% | $64,186-72.2% |
| Participation rate | 45.5% | 65.0%-19.6pp | 73.3%-27.9pp | 69.6%-24.1pp |
| Annual return | -4.41% | -1.16%-3.3pp | 718.14%-722.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $285 | $2,076-86.3% | $2,800-89.8% | $2,381-88.0% |
| Participant deferral / active EE | $708 | $2,821-74.9% | $3,704-80.9% | $3,470-79.6% |
| Admin fee / account holder | $5,672 | $3,839+47.8% | $5,113+10.9% | $4,888+16.0% |