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 | $15,195 | $76,000-80.0% | $154,107-90.1% | $64,186-76.3% |
| Participation rate | 53.6% | 70.4%-16.8pp | 83.0%-29.5pp | 69.6%-16.0pp |
| Annual return | -3.97% | 30.32%-34.3pp | 735.12%-739.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $550 | $3,351-83.6% | $5,298-89.6% | $2,381-76.9% |
| Participant deferral / active EE | $668 | $3,175-79.0% | $5,081-86.8% | $3,470-80.7% |
| Admin fee / account holder | $1,821 | $5,596-67.5% | $13,411-86.4% | $4,888-62.7% |