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 | $47,593 | $72,177-34.1% | $115,037-58.6% | $59,632-20.2% |
| Participation rate | 26.8% | 72.6%-45.8pp | 81.4%-54.6pp | 68.7%-41.9pp |
| Annual return | -1.08% | 12.02%-13.1pp | 26.14%-27.2pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,941 | $4,783-59.4% | $6,026-67.8% | $3,192-39.2% |
| Admin fee / account holder | $9,865 | $4,927+100.2% | $8,175+20.7% | $4,297+129.6% |