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 | $71,423 | $88,087-18.9% | $164,866-56.7% | $74,546-4.2% |
| Participation rate | 43.3% | 73.1%-29.8pp | 78.6%-35.3pp | 67.2%-23.9pp |
| Annual return | 12.69% | 17.27%-4.6pp | 69.97%-57.3pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $938 | $2,595-63.9% | $4,343-78.4% | $2,624-64.3% |
| Participant deferral / active EE | $1,478 | $4,499-67.1% | $6,033-75.5% | $4,347-66.0% |
| Admin fee / account holder | $3,007 | $2,232+34.7% | $12,689-76.3% | $1,944+54.7% |