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 4-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 | $5,723 | $51,175-88.8% | $70,515-91.9% | $75,163-92.4% |
| Participation rate | 26.7% | 60.9%-34.3pp | 68.3%-41.7pp | 67.2%-40.5pp |
| Annual return | 32.97% | 30.02%+2.9pp | 32.77%+0.2pp | 160.62%-127.6pp |
| Employer contribution / active EE | $512 | $1,826-72.0% | $2,973-82.8% | $2,670-80.8% |
| Participant deferral / active EE | $686 | $2,849-75.9% | $4,567-85.0% | $4,125-83.4% |
| Admin fee / account holder | $941 | $4,091-77.0% | $6,412-85.3% | $5,651-83.3% |