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 | $21,710 | $92,703-76.6% | $82,719-73.8% | $134,475-83.9% |
| Participation rate | 34.8% | 75.2%-40.4pp | 72.6%-37.8pp | 81.2%-46.4pp |
| Annual return | -19.46% | 944.92%-964.4pp | 701.18%-720.6pp | 417.96%-437.4pp |
| Employer contribution / active EE | $419 | $3,274-87.2% | $3,009-86.1% | $4,740-91.2% |
| Participant deferral / active EE | $517 | $4,802-89.2% | $4,395-88.2% | $6,400-91.9% |
| Admin fee / account holder | $1,659 | $5,983-72.3% | $5,329-68.9% | $11,426-85.5% |