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 | $46,735 | $75,828-38.4% | $147,614-68.3% | $59,632-21.6% |
| Participation rate | 43.7% | 71.6%-27.9pp | 84.6%-40.9pp | 68.7%-25.0pp |
| Annual return | 1.88% | 0.37%+1.5pp | 61.98%-60.1pp | 2041.28%-2039.4pp |
| Employer contribution / active EE | $595 | $3,485-82.9% | $5,564-89.3% | $2,203-73.0% |
| Participant deferral / active EE | $540 | $3,130-82.7% | $4,895-89.0% | $3,192-83.1% |
| Admin fee / account holder | $17,358 | $5,985+190.0% | $11,611+49.5% | $4,297+304.0% |