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 7-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 | $36,491 | $61,774-40.9% | $97,226-62.5% | $80,856-54.9% |
| Participation rate | 16.0% | 63.5%-47.5pp | 72.7%-56.7pp | 67.6%-51.6pp |
| Annual return | 17.45% | -557.90%+575.4pp | 75.13%-57.7pp | 35.59%-18.1pp |
| Employer contribution / active EE | $414 | $1,837-77.5% | $2,729-84.8% | $2,755-85.0% |
| Participant deferral / active EE | $840 | $3,029-72.3% | $4,264-80.3% | $4,296-80.5% |
| Admin fee / account holder | $17,085 | $5,166+230.7% | $5,654+202.2% | $6,918+147.0% |