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 | $38,113 | $54,350-29.9% | $82,719-53.9% | $68,494-44.4% |
| Participation rate | 20.7% | 63.9%-43.3pp | 72.6%-51.9pp | 67.9%-47.2pp |
| Annual return | -16.57% | -13.67%-2.9pp | 701.18%-717.7pp | -7.84%-8.7pp |
| Employer contribution / active EE | $300 | $2,218-86.5% | $3,009-90.0% | $2,596-88.5% |
| Participant deferral / active EE | $491 | $3,246-84.9% | $4,395-88.8% | $4,027-87.8% |
| Admin fee / account holder | $396 | $4,395-91.0% | $5,329-92.6% | $5,403-92.7% |