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 | $45,717 | $50,958-10.3% | $74,550-38.7% | $64,186-28.8% |
| Participation rate | 29.4% | 61.1%-31.6pp | 69.1%-39.7pp | 69.6%-40.2pp |
| Annual return | -5.23% | -1.86%-3.4pp | 32.53%-37.8pp | 7.63%-12.9pp |
| Employer contribution / active EE | $280 | $1,115-74.9% | $1,961-85.7% | $2,381-88.2% |
| Participant deferral / active EE | $881 | $2,301-61.7% | $3,108-71.7% | $3,470-74.6% |
| Admin fee / account holder | $9,323 | $4,223+120.8% | $5,060+84.3% | $4,888+90.7% |