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 | $101,708 | $55,449+83.4% | $83,848+21.3% | $56,287+80.7% |
| Participation rate | 16.7% | 68.0%-51.3pp | 76.1%-59.5pp | 69.9%-53.2pp |
| Annual return | -5.36% | -1.38%-4.0pp | 850.88%-856.2pp | -9.96%+4.6pp |
| Employer contribution / active EE | $877 | $2,430-63.9% | $3,631-75.8% | $2,111-58.4% |
| Participant deferral / active EE | $643 | $2,935-78.1% | $4,082-84.3% | $3,350-80.8% |
| Admin fee / account holder | $4,874 | $656+643.0% | $5,478-11.0% | $521+835.7% |