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 | $58,639 | $167,484-65.0% | $151,611-61.3% | $134,475-56.4% |
| Participation rate | 58.3% | 88.4%-30.0pp | 87.5%-29.2pp | 81.2%-22.9pp |
| Annual return | -13.14% | 7.80%-20.9pp | 3.33%-16.5pp | 417.96%-431.1pp |
| Employer contribution / active EE | $1,782 | $6,829-73.9% | $6,166-71.1% | $4,740-62.4% |
| Participant deferral / active EE | $1,962 | $8,986-78.2% | $8,363-76.5% | $6,400-69.3% |
| Admin fee / account holder | $368 | $13,783-97.3% | $11,616-96.8% | $11,426-96.8% |