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 | $95,630 | $64,707+47.8% | $112,228-14.8% | $68,494+39.6% |
| Participation rate | 23.2% | 67.2%-43.9pp | 75.1%-51.8pp | 67.9%-44.7pp |
| Annual return | -16.00% | -11.40%-4.6pp | 27.45%-43.5pp | -7.84%-8.2pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,068 | $3,565-70.1% | $4,728-77.4% | $4,027-73.5% |
| Admin fee / account holder | $5,926 | $5,232+13.3% | $6,410-7.6% | $5,403+9.7% |