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 | $38,995 | $54,380-28.3% | $68,509-43.1% | $59,632-34.6% |
| Participation rate | 17.7% | 70.2%-52.5pp | 74.7%-57.0pp | 68.7%-50.9pp |
| Annual return | -1.80% | 2.83%-4.6pp | 8.27%-10.1pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $416 | $2,643-84.3% | $3,382-87.7% | $3,192-87.0% |
| Admin fee / account holder | $7,100 | $3,885+82.7% | $5,275+34.6% | $4,297+65.2% |