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 | $12,139 | $91,911-86.8% | $68,793-82.4% | $135,375-91.0% |
| Participation rate | 20.0% | 76.7%-56.7pp | 72.2%-52.2pp | 82.6%-62.6pp |
| Annual return | -9.69% | -8.22%-1.5pp | -4.63%-5.1pp | 519.73%-529.4pp |
| Employer contribution / active EE | $319 | $3,924-91.9% | $2,625-87.9% | $4,779-93.3% |
| Participant deferral / active EE | $398 | $4,315-90.8% | $3,311-88.0% | $5,609-92.9% |
| Admin fee / account holder | $938 | $9,240-89.8% | $5,131-81.7% | $10,827-91.3% |