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 | $19,597 | $48,364-59.5% | $71,796-72.7% | $62,891-68.8% |
| Participation rate | 9.8% | 60.6%-50.9pp | 69.1%-59.4pp | 69.3%-59.5pp |
| Annual return | 5.67% | 13.16%-7.5pp | 78.04%-72.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $136 | $2,091-93.5% | $2,794-95.1% | $3,203-95.8% |
| Admin fee / account holder | $1,261 | $3,771-66.6% | $4,815-73.8% | $4,296-70.7% |