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 | $64,617 | $49,280+31.1% | $67,313-4.0% | $64,186+0.7% |
| Participation rate | 32.9% | 60.8%-27.9pp | 69.1%-36.2pp | 69.6%-36.7pp |
| Annual return | -7.77% | -1.39%-6.4pp | -4.08%-3.7pp | 7.63%-15.4pp |
| Employer contribution / active EE | $422 | $1,668-74.7% | $2,566-83.5% | $2,381-82.3% |
| Participant deferral / active EE | $719 | $2,484-71.1% | $3,568-79.9% | $3,470-79.3% |
| Admin fee / account holder | $2,794 | $3,863-27.7% | $4,507-38.0% | $4,888-42.8% |