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 | $77,742 | $65,435+18.8% | $86,677-10.3% | $66,914+16.2% |
| Participation rate | 57.3% | 75.5%-18.2pp | 76.6%-19.3pp | 69.8%-12.5pp |
| Annual return | -15.60% | -10.89%-4.7pp | 35.91%-51.5pp | 1.58%-17.2pp |
| Employer contribution / active EE | $825 | $2,153-61.7% | $2,836-70.9% | $2,544-67.6% |
| Participant deferral / active EE | $1,765 | $4,100-57.0% | $4,656-62.1% | $4,237-58.3% |
| Admin fee / account holder | $63,687 | $642+9827.2% | $7,493+749.9% | $593+10635.2% |