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 | $43,472 | $95,971-54.7% | $74,550-41.7% | $135,375-67.9% |
| Participation rate | 53.8% | 75.7%-21.8pp | 69.1%-15.3pp | 82.6%-28.8pp |
| Annual return | -6.68% | 56.96%-63.6pp | 32.53%-39.2pp | 519.73%-526.4pp |
| Employer contribution / active EE | $923 | $2,716-66.0% | $1,961-52.9% | $4,779-80.7% |
| Participant deferral / active EE | $0 | $3,843-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $831 | $6,522-87.3% | $5,060-83.6% | $10,827-92.3% |