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 6-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 | $66,283 | $70,908-6.5% | $98,907-33.0% | $73,488-9.8% |
| Participation rate | 23.0% | 73.8%-50.8pp | 76.0%-53.1pp | 70.7%-47.7pp |
| Annual return | 15.21% | 34.17%-19.0pp | 196.43%-181.2pp | 28.51%-13.3pp |
| Employer contribution / active EE | $640 | $2,036-68.6% | $2,689-76.2% | $2,270-71.8% |
| Participant deferral / active EE | $1,455 | $3,500-58.4% | $4,244-65.7% | $3,740-61.1% |
| Admin fee / account holder | $2,185 | $535+308.5% | $6,642-67.1% | $513+325.9% |