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 | $47,395 | $59,107-19.8% | $86,436-45.2% | $68,494-30.8% |
| Participation rate | 39.1% | 75.2%-36.1pp | 80.3%-41.2pp | 67.9%-28.8pp |
| Annual return | 0.57% | -0.23%+0.8pp | 4394.89%-4394.3pp | -7.84%+8.4pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,473 | $5,901-75.0% | $6,952-78.8% | $4,027-63.4% |
| Admin fee / account holder | $11,855 | $5,637+110.3% | $6,731+76.1% | $5,403+119.4% |