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 | $44,828 | $73,867-39.3% | $143,757-68.8% | $68,494-34.6% |
| Participation rate | 34.4% | 66.7%-32.3pp | 80.3%-45.9pp | 67.9%-33.5pp |
| Annual return | -18.76% | 1.01%-19.8pp | -0.04%-18.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $722 | $3,184-77.3% | $4,951-85.4% | $2,596-72.2% |
| Participant deferral / active EE | $757 | $3,384-77.6% | $5,637-86.6% | $4,027-81.2% |
| Admin fee / account holder | $1,088 | $5,755-81.1% | $14,673-92.6% | $5,403-79.9% |