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 | $85,464 | $127,100-32.8% | $105,738-19.2% | $135,375-36.9% |
| Participation rate | 28.6% | 82.7%-54.1pp | 76.3%-47.8pp | 82.6%-54.1pp |
| Annual return | -6.09% | 4.49%-10.6pp | 6.27%-12.4pp | 519.73%-525.8pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,296 | $5,064-74.4% | $4,080-68.2% | $5,609-76.9% |
| Admin fee / account holder | $4,440 | $9,087-51.1% | $6,913-35.8% | $10,827-59.0% |