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 | $91,877 | $76,552+20.0% | $123,892-25.8% | $62,891+46.1% |
| Participation rate | 31.7% | 73.0%-41.3pp | 81.4%-49.7pp | 69.3%-37.6pp |
| Annual return | 14.06% | 18.68%-4.6pp | 47.52%-33.5pp | 20.14%-6.1pp |
| Employer contribution / active EE | $482 | $2,883-83.3% | $4,617-89.6% | $2,281-78.9% |
| Participant deferral / active EE | $1,446 | $4,840-70.1% | $5,984-75.8% | $3,203-54.9% |
| Admin fee / account holder | $8,876 | $4,826+83.9% | $8,357+6.2% | $4,296+106.6% |