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 | $68,977 | $110,094-37.3% | $151,611-54.5% | $68,494+0.7% |
| Participation rate | 57.1% | 84.0%-26.8pp | 87.5%-30.4pp | 67.9%-10.7pp |
| Annual return | -14.77% | -10.12%-4.7pp | 3.33%-18.1pp | -7.84%-6.9pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,252 | $6,527-65.5% | $8,363-73.1% | $4,027-44.1% |
| Admin fee / account holder | $3,220 | $7,719-58.3% | $11,616-72.3% | $5,403-40.4% |