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 | $103,182 | $102,317+0.8% | $146,958-29.8% | $80,856+27.6% |
| Participation rate | 39.0% | 75.8%-36.8pp | 82.2%-43.1pp | 67.6%-28.6pp |
| Annual return | 12.97% | 134.76%-121.8pp | 418.34%-405.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $602 | $6,644-90.9% | $8,070-92.5% | $4,296-86.0% |
| Admin fee / account holder | $12,033 | $7,941+51.5% | $12,998-7.4% | $6,918+73.9% |