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 | $13,949 | $90,503-84.6% | $78,689-82.3% | $273,961-94.9% |
| Participation rate | 16.7% | 76.5%-59.9pp | 73.6%-56.9pp | 83.0%-66.3pp |
| Annual return | 4.98% | 75.60%-70.6pp | 62.18%-57.2pp | 41.45%-36.5pp |
| Employer contribution / active EE | $305 | $3,176-90.4% | $2,851-89.3% | $4,869-93.7% |
| Participant deferral / active EE | $398 | $3,901-89.8% | $3,517-88.7% | $5,287-92.5% |
| Admin fee / account holder | $4,202 | $5,263-20.2% | $4,510-6.8% | $10,132-58.5% |