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 5-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 | $7,607 | $70,756-89.2% | $65,493-88.4% | $142,382-94.7% |
| Participation rate | 60.0% | 77.4%-17.4pp | 73.1%-13.1pp | 80.1%-20.1pp |
| Annual return | 16.42% | 1754.89%-1738.5pp | 982.45%-966.0pp | 217.08%-200.7pp |
| Employer contribution / active EE | $636 | $2,881-77.9% | $2,574-75.3% | $4,299-85.2% |
| Participant deferral / active EE | $703 | $4,637-84.8% | $3,961-82.3% | $6,507-89.2% |
| Admin fee / account holder | $1,456 | $6,559-77.8% | $5,028-71.0% | $12,624-88.5% |