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 | $54,767 | $97,044-43.6% | $83,333-34.3% | $135,375-59.5% |
| Participation rate | 50.0% | 80.4%-30.4pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -6.06% | 12.31%-18.4pp | 10.63%-16.7pp | 519.73%-525.8pp |
| Employer contribution / active EE | $859 | $4,143-79.3% | $3,379-74.6% | $4,779-82.0% |
| Participant deferral / active EE | $1,711 | $5,964-71.3% | $5,565-69.3% | $5,609-69.5% |
| Admin fee / account holder | $1,099 | $8,380-86.9% | $7,510-85.4% | $10,827-89.8% |