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 | $21,264 | $57,354-62.9% | $83,848-74.6% | $64,186-66.9% |
| Participation rate | 13.8% | 68.6%-54.8pp | 76.1%-62.4pp | 69.6%-55.8pp |
| Annual return | -3.47% | 11.38%-14.9pp | 850.88%-854.4pp | 7.63%-11.1pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $338 | $2,993-88.7% | $4,082-91.7% | $3,470-90.2% |
| Admin fee / account holder | $1,935 | $4,046-52.2% | $5,478-64.7% | $4,888-60.4% |