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 7-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 | $55,316 | $73,004-24.2% | $90,749-39.0% | $68,494-19.2% |
| Participation rate | 59.3% | 70.8%-11.6pp | 75.7%-16.4pp | 67.9%-8.6pp |
| Annual return | -14.90% | -13.81%-1.1pp | -12.16%-2.7pp | -7.84%-7.1pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,564 | $3,627-56.9% | $4,564-65.7% | $4,027-61.2% |
| Admin fee / account holder | $627 | $5,896-89.4% | $8,445-92.6% | $5,403-88.4% |