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 | $72,773 | $82,664-12.0% | $125,339-41.9% | $68,494+6.2% |
| Participation rate | 40.7% | 75.0%-34.3pp | 82.4%-41.6pp | 67.9%-27.1pp |
| Annual return | -17.18% | -5.97%-11.2pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,128 | $3,381-66.6% | $4,814-76.6% | $2,596-56.6% |
| Participant deferral / active EE | $2,069 | $6,110-66.1% | $7,446-72.2% | $4,027-48.6% |
| Admin fee / account holder | $1,079 | $6,275-82.8% | $10,010-89.2% | $5,403-80.0% |