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 | $148,623 | $167,307-11.2% | $143,757+3.4% | $134,475+10.5% |
| Participation rate | 21.4% | 84.8%-63.4pp | 80.3%-58.9pp | 81.2%-59.8pp |
| Annual return | -12.67% | 0.46%-13.1pp | -0.04%-12.6pp | 417.96%-430.6pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $4,951-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,991 | $6,446-69.1% | $5,637-64.7% | $6,400-68.9% |
| Admin fee / account holder | $3,343 | $18,088-81.5% | $14,673-77.2% | $11,426-70.7% |