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 | $44,102 | $57,354-23.1% | $83,848-47.4% | $64,186-31.3% |
| Participation rate | 34.8% | 68.6%-33.8pp | 76.1%-41.4pp | 69.6%-34.8pp |
| Annual return | -4.18% | 11.38%-15.6pp | 850.88%-855.1pp | 7.63%-11.8pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $987 | $2,993-67.0% | $4,082-75.8% | $3,470-71.5% |
| Admin fee / account holder | $2,450 | $4,046-39.4% | $5,478-55.3% | $4,888-49.9% |