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 | $18,315 | $59,805-69.4% | $79,550-77.0% | $68,494-73.3% |
| Participation rate | 11.4% | 61.1%-49.6pp | 69.5%-58.1pp | 67.9%-56.5pp |
| Annual return | -17.28% | -12.30%-5.0pp | 0.16%-17.4pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3 | $3,024-99.9% | $3,985-99.9% | $4,027-99.9% |
| Admin fee / account holder | $1,644 | $4,835-66.0% | $6,832-75.9% | $5,403-69.6% |