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 | $30,289 | $52,519-42.3% | $155,790-80.6% | $59,632-49.2% |
| Participation rate | 48.6% | 61.7%-13.1pp | 76.1%-27.4pp | 68.7%-20.0pp |
| Annual return | -0.33% | 53.51%-53.8pp | 71.54%-71.9pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $575 | $1,589-63.8% | $3,836-85.0% | $2,203-73.9% |
| Participant deferral / active EE | $674 | $3,084-78.2% | $4,797-86.0% | $3,192-78.9% |
| Admin fee / account holder | $1,574 | $3,540-55.5% | $7,478-79.0% | $4,297-63.4% |