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 | $63,449 | $50,464+25.7% | $75,781-16.3% | $52,331+21.2% |
| Participation rate | 15.8% | 66.8%-51.0pp | 75.8%-60.0pp | 68.1%-52.3pp |
| Annual return | -1.66% | 1.03%-2.7pp | 9.68%-11.3pp | 4.54%-6.2pp |
| Employer contribution / active EE | $512 | $1,988-74.3% | $3,323-84.6% | $1,882-72.8% |
| Participant deferral / active EE | $989 | $2,570-61.5% | $3,651-72.9% | $3,022-67.3% |
| Admin fee / account holder | $341 | $1,103-69.1% | $5,299-93.6% | $592-42.3% |