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 | $89,510 | $71,050+26.0% | $93,606-4.4% | $80,856+10.7% |
| Participation rate | 33.3% | 60.4%-27.1pp | 68.7%-35.4pp | 67.6%-34.3pp |
| Annual return | 10.84% | 11.26%-0.4pp | 133.20%-122.4pp | 35.59%-24.8pp |
| Employer contribution / active EE | $464 | $1,564-70.4% | $2,420-80.8% | $2,755-83.2% |
| Participant deferral / active EE | $1,114 | $4,034-72.4% | $4,411-74.7% | $4,296-74.1% |
| Admin fee / account holder | $3,928 | $6,945-43.4% | $8,285-52.6% | $6,918-43.2% |