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 | $12,772 | $45,863-72.2% | $77,024-83.4% | $68,494-81.4% |
| Participation rate | 14.8% | 55.9%-41.1pp | 67.9%-53.1pp | 67.9%-53.1pp |
| Annual return | -18.43% | 1.72%-20.2pp | 42.32%-60.7pp | -7.84%-10.6pp |
| Employer contribution / active EE | $307 | $1,650-81.4% | $2,812-89.1% | $2,596-88.2% |
| Participant deferral / active EE | $413 | $2,962-86.1% | $4,426-90.7% | $4,027-89.7% |
| Admin fee / account holder | $2,152 | $3,041-29.2% | $5,425-60.3% | $5,403-60.2% |