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 | $41,831 | $42,383-1.3% | $76,523-45.3% | $64,186-34.8% |
| Participation rate | 14.0% | 58.1%-44.2pp | 68.0%-54.0pp | 69.6%-55.6pp |
| Annual return | 4.78% | -16.54%+21.3pp | -0.27%+5.0pp | 7.63%-2.9pp |
| Employer contribution / active EE | $262 | $1,563-83.2% | $2,647-90.1% | $2,381-89.0% |
| Participant deferral / active EE | $440 | $2,566-82.9% | $3,835-88.5% | $3,470-87.3% |
| Admin fee / account holder | $16,644 | $3,198+420.5% | $4,848+243.3% | $4,888+240.5% |