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 | $58,172 | $69,477-16.3% | $94,646-38.5% | $71,457-18.6% |
| Participation rate | 30.6% | 78.4%-47.8pp | 80.8%-50.2pp | 67.9%-37.3pp |
| Annual return | 20.33% | 29.66%-9.3pp | 156.71%-136.4pp | 28.85%-8.5pp |
| Employer contribution / active EE | $1,095 | $2,853-61.6% | $3,672-70.2% | $2,588-57.7% |
| Participant deferral / active EE | $1,936 | $7,345-73.6% | $7,418-73.9% | $4,289-54.8% |
| Admin fee / account holder | $4,506 | $1,210+272.5% | $7,231-37.7% | $1,587+183.8% |