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 | $39,673 | $57,354-30.8% | $83,848-52.7% | $64,186-38.2% |
| Participation rate | 55.9% | 68.6%-12.7pp | 76.1%-20.3pp | 69.6%-13.7pp |
| Annual return | 1.35% | 11.38%-10.0pp | 850.88%-849.5pp | 7.63%-6.3pp |
| Employer contribution / active EE | $552 | $2,545-78.3% | $3,631-84.8% | $2,381-76.8% |
| Participant deferral / active EE | $712 | $2,993-76.2% | $4,082-82.6% | $3,470-79.5% |
| Admin fee / account holder | $17,472 | $4,046+331.9% | $5,478+218.9% | $4,888+257.5% |