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 | $185,441 | $167,484+10.7% | $151,611+22.3% | $134,475+37.9% |
| Participation rate | 55.0% | 88.4%-33.4pp | 87.5%-32.5pp | 81.2%-26.2pp |
| Annual return | -18.38% | 7.80%-26.2pp | 3.33%-21.7pp | 417.96%-436.3pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,115 | $8,986-65.3% | $8,363-62.8% | $6,400-51.3% |
| Admin fee / account holder | $2,154 | $13,783-84.4% | $11,616-81.5% | $11,426-81.1% |