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 | $30,711 | $53,162-42.2% | $91,220-66.3% | $68,494-55.2% |
| Participation rate | 48.6% | 63.2%-14.6pp | 73.2%-24.6pp | 67.9%-19.3pp |
| Annual return | -9.23% | -3.14%-6.1pp | 114.01%-123.2pp | -7.84%-1.4pp |
| Employer contribution / active EE | $715 | $1,709-58.2% | $2,850-74.9% | $2,596-72.5% |
| Participant deferral / active EE | $860 | $2,974-71.1% | $4,234-79.7% | $4,027-78.7% |
| Admin fee / account holder | $1,326 | $4,493-70.5% | $5,420-75.5% | $5,403-75.4% |