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 | $39,378 | $82,286-52.1% | $68,791-42.8% | $134,475-70.7% |
| Participation rate | 40.9% | 75.1%-34.2pp | 69.0%-28.1pp | 81.2%-40.3pp |
| Annual return | -13.67% | -2.19%-11.5pp | -6.38%-7.3pp | 417.96%-431.6pp |
| Employer contribution / active EE | $681 | $3,301-79.4% | $2,655-74.4% | $4,740-85.6% |
| Participant deferral / active EE | $703 | $4,739-85.2% | $3,941-82.2% | $6,400-89.0% |
| Admin fee / account holder | $9,170 | $6,481+41.5% | $4,932+85.9% | $11,426-19.7% |