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 | $15,351 | $84,527-81.8% | $67,711-77.3% | $125,391-87.8% |
| Participation rate | 36.4% | 74.8%-38.4pp | 67.5%-31.2pp | 83.2%-46.8pp |
| Annual return | -2.20% | 2.57%-4.8pp | 25.41%-27.6pp | 282.22%-284.4pp |
| Employer contribution / active EE | $453 | $3,292-86.2% | $2,559-82.3% | $4,866-90.7% |
| Participant deferral / active EE | $547 | $4,429-87.6% | $3,585-84.7% | $5,352-89.8% |
| Admin fee / account holder | $716 | $5,340-86.6% | $4,255-83.2% | $9,540-92.5% |