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 | $142,816 | $71,883+98.7% | $86,677+64.8% | $68,494+108.5% |
| Participation rate | 57.6% | 72.2%-14.7pp | 76.6%-19.0pp | 67.9%-10.3pp |
| Annual return | -13.87% | 3.52%-17.4pp | 35.91%-49.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $623 | $2,173-71.3% | $2,836-78.0% | $2,596-76.0% |
| Participant deferral / active EE | $1,664 | $3,779-56.0% | $4,656-64.3% | $4,027-58.7% |
| Admin fee / account holder | $6,553 | $6,112+7.2% | $7,493-12.6% | $5,403+21.3% |