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 | $84,896 | $95,803-11.4% | $113,168-25.0% | $84,808+0.1% |
| Participation rate | 36.0% | 72.9%-36.9pp | 76.6%-40.6pp | 68.3%-32.3pp |
| Annual return | 15.88% | 25.00%-9.1pp | 24.27%-8.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $999 | $2,360-57.7% | $2,975-66.4% | $2,631-62.0% |
| Participant deferral / active EE | $1,457 | $4,242-65.7% | $5,107-71.5% | $4,212-65.4% |
| Admin fee / account holder | $64,333 | $8,989+615.7% | $12,068+433.1% | $7,344+776.0% |