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 | $32,572 | $65,082-50.0% | $81,367-60.0% | $59,632-45.4% |
| Participation rate | 50.8% | 76.0%-25.1pp | 82.3%-31.4pp | 68.7%-17.8pp |
| Annual return | -0.68% | 1.16%-1.8pp | -0.92%+0.2pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $694 | $2,934-76.4% | $3,930-82.3% | $2,203-68.5% |
| Participant deferral / active EE | $765 | $4,083-81.3% | $5,383-85.8% | $3,192-76.0% |
| Admin fee / account holder | $2,623 | $7,582-65.4% | $8,926-70.6% | $4,297-39.0% |