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 | $164,488 | $95,862+71.6% | $79,550+106.8% | $134,475+22.3% |
| Participation rate | 63.6% | 75.0%-11.4pp | 69.5%-5.8pp | 81.2%-17.6pp |
| Annual return | -1.08% | -2.69%+1.6pp | 0.16%-1.2pp | 417.96%-419.0pp |
| Employer contribution / active EE | $810 | $3,128-74.1% | $2,413-66.4% | $4,740-82.9% |
| Participant deferral / active EE | $857 | $4,693-81.7% | $3,985-78.5% | $6,400-86.6% |
| Admin fee / account holder | $5,789 | $9,126-36.6% | $6,832-15.3% | $11,426-49.3% |