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 | $82,018 | $101,724-19.4% | $164,813-50.2% | $80,856+1.4% |
| Participation rate | 23.4% | 71.8%-48.4pp | 78.6%-55.2pp | 67.6%-44.2pp |
| Annual return | 18.91% | 16.72%+2.2pp | 69.93%-51.0pp | 35.59%-16.7pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,643 | $4,477-63.3% | $6,031-72.8% | $4,296-61.8% |
| Admin fee / account holder | $5,279 | $8,227-35.8% | $12,690-58.4% | $6,918-23.7% |