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 | $33,902 | $42,383-20.0% | $76,523-55.7% | $64,186-47.2% |
| Participation rate | 25.0% | 58.1%-33.1pp | 68.0%-43.0pp | 69.6%-44.6pp |
| Annual return | 3.39% | -16.54%+19.9pp | -0.27%+3.7pp | 7.63%-4.2pp |
| Employer contribution / active EE | $214 | $1,563-86.3% | $2,647-91.9% | $2,381-91.0% |
| Participant deferral / active EE | $257 | $2,566-90.0% | $3,835-93.3% | $3,470-92.6% |
| Admin fee / account holder | $787 | $3,198-75.4% | $4,848-83.8% | $4,888-83.9% |