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 | $28,942 | $105,860-72.7% | $90,749-68.1% | $134,475-78.5% |
| Participation rate | 63.2% | 78.2%-15.1pp | 75.7%-12.5pp | 81.2%-18.1pp |
| Annual return | -15.63% | -11.01%-4.6pp | -12.16%-3.5pp | 417.96%-433.6pp |
| Employer contribution / active EE | $711 | $3,462-79.5% | $2,921-75.6% | $4,740-85.0% |
| Participant deferral / active EE | $968 | $5,216-81.4% | $4,564-78.8% | $6,400-84.9% |
| Admin fee / account holder | $2,551 | $13,938-81.7% | $8,445-69.8% | $11,426-77.7% |