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 | $92,892 | $104,251-10.9% | $91,001+2.1% | $147,584-37.1% |
| Participation rate | 43.8% | 78.2%-34.5pp | 75.6%-31.9pp | 82.8%-39.1pp |
| Annual return | 13.32% | 27.06%-13.7pp | 4.60%+8.7pp | 578.55%-565.2pp |
| Employer contribution / active EE | $497 | $3,116-84.1% | $2,456-79.8% | $4,876-89.8% |
| Participant deferral / active EE | $1,073 | $4,195-74.4% | $3,547-69.8% | $5,439-80.3% |
| Admin fee / account holder | $37,426 | $8,948+318.3% | $5,417+590.9% | $10,885+243.8% |