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 | $40,356 | $51,197-21.2% | $82,719-51.2% | $66,914-39.7% |
| Participation rate | 15.0% | 67.8%-52.8pp | 72.6%-57.6pp | 69.8%-54.8pp |
| Annual return | -14.38% | -9.64%-4.7pp | 701.18%-715.6pp | 1.58%-16.0pp |
| Employer contribution / active EE | $445 | $2,611-83.0% | $3,009-85.2% | $2,544-82.5% |
| Participant deferral / active EE | $824 | $3,458-76.2% | $4,395-81.2% | $4,237-80.5% |
| Admin fee / account holder | $3,768 | $416+806.8% | $5,329-29.3% | $593+535.2% |