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 | $48,977 | $82,664-40.8% | $125,339-60.9% | $68,494-28.5% |
| Participation rate | 24.0% | 75.0%-51.0pp | 82.4%-58.4pp | 67.9%-43.9pp |
| Annual return | -12.92% | -5.97%-7.0pp | 572.05%-585.0pp | -7.84%-5.1pp |
| Employer contribution / active EE | $812 | $3,381-76.0% | $4,814-83.1% | $2,596-68.7% |
| Participant deferral / active EE | $2,475 | $6,110-59.5% | $7,446-66.8% | $4,027-38.5% |
| Admin fee / account holder | $80,560 | $6,275+1183.7% | $10,010+704.8% | $5,403+1391.1% |