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 | $31,673 | $78,694-59.8% | $67,652-53.2% | $125,391-74.7% |
| Participation rate | 56.5% | 78.8%-22.3pp | 75.7%-19.1pp | 83.2%-26.7pp |
| Annual return | -0.30% | 9.46%-9.8pp | 6625.04%-6625.3pp | 282.22%-282.5pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $505 | $4,292-88.2% | $3,560-85.8% | $5,352-90.6% |
| Admin fee / account holder | $3,259 | $7,403-56.0% | $4,821-32.4% | $9,540-65.8% |