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 5-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 | $12,384 | $67,331-81.6% | $60,874-79.7% | $134,475-90.8% |
| Participation rate | 19.0% | 76.2%-57.1pp | 73.1%-54.1pp | 81.2%-62.2pp |
| Annual return | -19.33% | 49.93%-69.3pp | 16.90%-36.2pp | 417.96%-437.3pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $793 | $4,538-82.5% | $3,817-79.2% | $6,400-87.6% |
| Admin fee / account holder | $1,150 | $4,582-74.9% | $3,224-64.3% | $11,426-89.9% |