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 4-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 | $77,024 | $71,883+7.2% | $86,677-11.1% | $68,494+12.5% |
| Participation rate | 46.0% | 72.2%-26.2pp | 76.6%-30.5pp | 67.9%-21.9pp |
| Annual return | 0.00% | 3.52%-3.5pp | 35.91%-35.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $603 | $2,173-72.3% | $2,836-78.7% | $2,596-76.8% |
| Participant deferral / active EE | $1,334 | $3,779-64.7% | $4,656-71.3% | $4,027-66.9% |
| Admin fee / account holder | $2,168 | $6,112-64.5% | $7,493-71.1% | $5,403-59.9% |