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 | $15,490 | $60,124-74.2% | $90,404-82.9% | $79,858-80.6% |
| Participation rate | 54.5% | 65.0%-10.4pp | 72.7%-18.1pp | 69.6%-15.1pp |
| Annual return | 15.32% | 71.94%-56.6pp | 1293.02%-1277.7pp | 31.71%-16.4pp |
| Employer contribution / active EE | $310 | $2,068-85.0% | $3,262-90.5% | $2,471-87.5% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,762 | $3,976-55.7% | $5,611-68.6% | $5,306-66.8% |