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 | $53,838 | $59,805-10.0% | $79,550-32.3% | $68,494-21.4% |
| Participation rate | 10.9% | 61.1%-50.2pp | 69.5%-58.6pp | 67.9%-57.0pp |
| Annual return | -17.93% | -12.30%-5.6pp | 0.16%-18.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $307 | $3,024-89.9% | $3,985-92.3% | $4,027-92.4% |
| Admin fee / account holder | $2,875 | $4,835-40.5% | $6,832-57.9% | $5,403-46.8% |