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 | $71,511 | $51,821+38.0% | $93,606-23.6% | - |
| Participation rate | 31.3% | 67.7%-36.4pp | 68.7%-37.4pp | - |
| Annual return | 12.64% | 11.30%+1.3pp | 133.20%-120.6pp | - |
| Employer contribution / active EE | $0 | $1,278-100.0% | $2,420-100.0% | - |
| Participant deferral / active EE | $1,665 | $3,260-48.9% | $4,411-62.3% | - |
| Admin fee / account holder | $22,017 | $4,565+382.2% | $8,285+165.7% | - |