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 | $58,911 | $77,813-24.3% | $123,544-52.3% | $64,186-8.2% |
| Participation rate | 40.7% | 74.7%-34.0pp | 82.3%-41.6pp | 69.6%-28.8pp |
| Annual return | -5.00% | 12.48%-17.5pp | 119.20%-124.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $839 | $3,014-72.2% | $4,628-81.9% | $2,381-64.8% |
| Participant deferral / active EE | $2,104 | $5,240-59.8% | $6,426-67.2% | $3,470-39.3% |
| Admin fee / account holder | $18,426 | $5,519+233.9% | $9,284+98.5% | $4,888+277.0% |