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 | $65,881 | $142,344-53.7% | $119,609-44.9% | $134,475-51.0% |
| Participation rate | 31.8% | 82.8%-51.0pp | 79.3%-47.4pp | 81.2%-49.4pp |
| Annual return | -12.94% | -12.44%-0.5pp | -14.97%+2.0pp | 417.96%-430.9pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $821 | $6,469-87.3% | $5,602-85.3% | $6,400-87.2% |
| Admin fee / account holder | $621 | $13,584-95.4% | $10,323-94.0% | $11,426-94.6% |