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 | $132,038 | $69,010+91.3% | $159,960-17.5% | $68,494+92.8% |
| Participation rate | 21.1% | 65.4%-44.4pp | 78.0%-56.9pp | 67.9%-46.8pp |
| Annual return | -14.86% | -9.65%-5.2pp | 408.60%-423.5pp | -7.84%-7.0pp |
| Employer contribution / active EE | $607 | $2,213-72.6% | $4,226-85.6% | $2,596-76.6% |
| Participant deferral / active EE | $607 | $4,212-85.6% | $6,182-90.2% | $4,027-84.9% |
| Admin fee / account holder | $1,771 | $4,798-63.1% | $8,698-79.6% | $5,403-67.2% |