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 | $42,542 | $72,177-41.1% | $115,037-63.0% | $59,632-28.7% |
| Participation rate | 27.8% | 72.6%-44.8pp | 81.4%-53.6pp | 68.7%-40.9pp |
| Annual return | -1.23% | 12.02%-13.2pp | 26.14%-27.4pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $1,014 | $2,841-64.3% | $4,608-78.0% | $2,203-54.0% |
| Participant deferral / active EE | $1,705 | $4,783-64.4% | $6,026-71.7% | $3,192-46.6% |
| Admin fee / account holder | $6,579 | $4,927+33.5% | $8,175-19.5% | $4,297+53.1% |