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 | $47,093 | $48,050-2.0% | $85,969-45.2% | $59,632-21.0% |
| Participation rate | 32.4% | 64.5%-32.0pp | 76.5%-44.1pp | 68.7%-36.2pp |
| Annual return | -1.68% | 0.29%-2.0pp | 9.32%-11.0pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $0 | $1,640-100.0% | $3,474-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $765 | $2,249-66.0% | $3,829-80.0% | $3,192-76.0% |
| Admin fee / account holder | $4,287 | $3,206+33.7% | $6,053-29.2% | $4,297-0.2% |