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 5-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 | $40,612 | $65,241-37.8% | $126,539-67.9% | $85,563-52.5% |
| Participation rate | 10.0% | 48.6%-38.7pp | 69.8%-59.8pp | 66.0%-56.0pp |
| Annual return | 17.48% | 42.19%-24.7pp | 425.95%-408.5pp | 31.51%-14.0pp |
| Employer contribution / active EE | $303 | $1,937-84.4% | $3,674-91.8% | $2,654-88.6% |
| Participant deferral / active EE | $451 | $3,032-85.1% | $4,083-89.0% | $4,375-89.7% |
| Admin fee / account holder | $2,341 | $1,031+127.1% | $6,065-61.4% | $834+180.6% |