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 | $31,611 | $90,519-65.1% | $93,789-66.3% | $134,475-76.5% |
| Participation rate | 38.5% | 82.0%-43.5pp | 81.0%-42.5pp | 81.2%-42.8pp |
| Annual return | -7.51% | -15.72%+8.2pp | -11.33%+3.8pp | 417.96%-425.5pp |
| Employer contribution / active EE | $0 | $4,343-100.0% | $4,323-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,032 | $5,978-66.0% | $6,094-66.7% | $6,400-68.2% |
| Admin fee / account holder | $61,437 | $9,252+564.0% | $7,195+753.9% | $11,426+437.7% |