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 9-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 | $11,997 | $35,183-65.9% | $73,545-83.7% | $70,131-82.9% |
| Participation rate | 9.1% | 42.9%-33.8pp | 54.9%-45.8pp | 69.5%-60.5pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.14%-73.1pp |
| Employer contribution / active EE | $987 | $709+39.3% | $1,219-19.0% | $2,342-57.9% |
| Participant deferral / active EE | $120 | $1,220-90.2% | $1,806-93.4% | $3,332-96.4% |
| Admin fee / account holder | $1,132 | $2,302-50.8% | $2,320-51.2% | $4,645-75.6% |