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 | $52,648 | $92,222-42.9% | $76,768-31.4% | $135,375-61.1% |
| Participation rate | 55.0% | 79.8%-24.8pp | 77.0%-22.0pp | 82.6%-27.6pp |
| Annual return | -4.49% | 5.46%-10.0pp | 2.43%-6.9pp | 519.73%-524.2pp |
| Employer contribution / active EE | $1,205 | $3,216-62.5% | $2,485-51.5% | $4,779-74.8% |
| Participant deferral / active EE | $647 | $4,509-85.6% | $3,852-83.2% | $5,609-88.5% |
| Admin fee / account holder | $5,814 | $10,748-45.9% | $6,675-12.9% | $10,827-46.3% |