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 9-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 | $67,687 | $58,320+16.1% | $86,436-21.7% | $66,914+1.2% |
| Participation rate | 53.6% | 78.6%-25.0pp | 80.3%-26.7pp | 69.8%-16.2pp |
| Annual return | -17.36% | -9.71%-7.6pp | 4394.89%-4412.3pp | 1.58%-18.9pp |
| Employer contribution / active EE | $1,803 | $2,615-31.0% | $3,769-52.1% | $2,544-29.1% |
| Participant deferral / active EE | $3,274 | $6,899-52.5% | $6,952-52.9% | $4,237-22.7% |
| Admin fee / account holder | $405 | $546-25.7% | $6,731-94.0% | $593-31.7% |