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 | $61,489 | $100,754-39.0% | $86,677-29.1% | $134,475-54.3% |
| Participation rate | 33.3% | 78.9%-45.6pp | 76.6%-43.2pp | 81.2%-47.9pp |
| Annual return | -17.85% | 29.04%-46.9pp | 35.91%-53.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $760 | $3,489-78.2% | $2,836-73.2% | $4,740-84.0% |
| Participant deferral / active EE | $1,569 | $5,338-70.6% | $4,656-66.3% | $6,400-75.5% |
| Admin fee / account holder | $462 | $10,926-95.8% | $7,493-93.8% | $11,426-96.0% |