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 | $43,649 | $69,518-37.2% | $59,878-27.1% | $135,375-67.8% |
| Participation rate | 53.3% | 77.8%-24.5pp | 74.7%-21.4pp | 82.6%-29.3pp |
| Annual return | 10.26% | 7.94%+2.3pp | 3.46%+6.8pp | 519.73%-509.5pp |
| Employer contribution / active EE | $483 | $3,235-85.1% | $2,722-82.3% | $4,779-89.9% |
| Participant deferral / active EE | $483 | $4,206-88.5% | $3,402-85.8% | $5,609-91.4% |
| Admin fee / account holder | $3,666 | $5,734-36.1% | $3,590+2.1% | $10,827-66.1% |