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 | $27,299 | $69,010-60.4% | $159,960-82.9% | $68,494-60.1% |
| Participation rate | 26.8% | 65.4%-38.6pp | 78.0%-51.1pp | 67.9%-41.1pp |
| Annual return | -16.30% | -9.65%-6.6pp | 408.60%-424.9pp | -7.84%-8.5pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $877 | $4,212-79.2% | $6,182-85.8% | $4,027-78.2% |
| Admin fee / account holder | $2,732 | $4,798-43.1% | $8,698-68.6% | $5,403-49.4% |