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 | $34,958 | $31,741+10.1% | $56,411-38.0% | $199,593-82.5% |
| Participation rate | 4.2% | 32.3%-28.1pp | 52.5%-48.2pp | 72.0%-67.8pp |
| Annual return | 26.92% | 14.72%+12.2pp | 1701.33%-1674.4pp | 34.25%-7.3pp |
| Employer contribution / active EE | $148 | $508-70.8% | $1,039-85.7% | $3,034-95.1% |
| Participant deferral / active EE | $247 | $1,184-79.1% | $1,952-87.3% | $5,087-95.1% |
| Admin fee / account holder | $3,307 | $426+675.9% | $2,829+16.9% | $269+1130.3% |