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 | $73,258 | $211,958-65.4% | $169,463-56.8% | $135,375-45.9% |
| Participation rate | 27.8% | 82.6%-54.9pp | 77.8%-50.0pp | 82.6%-54.9pp |
| Annual return | -6.25% | 3.26%-9.5pp | 1.83%-8.1pp | 519.73%-526.0pp |
| Employer contribution / active EE | $0 | $5,120-100.0% | $4,159-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $917 | $6,075-84.9% | $5,277-82.6% | $5,609-83.6% |
| Admin fee / account holder | $2,743 | $11,471-76.1% | $9,109-69.9% | $10,827-74.7% |