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 | $14,751 | $48,076-69.3% | $78,689-81.3% | $62,891-76.5% |
| Participation rate | 6.9% | 65.2%-58.3pp | 73.6%-66.7pp | 69.3%-62.4pp |
| Annual return | 5.95% | 31.35%-25.4pp | 62.18%-56.2pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $224 | $2,588-91.3% | $3,517-93.6% | $3,203-93.0% |
| Admin fee / account holder | $307 | $3,207-90.4% | $4,510-93.2% | $4,296-92.9% |