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 | $78,212 | $83,477-6.3% | $125,175-37.5% | $72,985+7.2% |
| Participation rate | 59.2% | 73.3%-14.1pp | 79.8%-20.6pp | 69.5%-10.3pp |
| Annual return | 31.26% | 25.78%+5.5pp | 43.79%-12.5pp | 81.00%-49.7pp |
| Employer contribution / active EE | $801 | $2,345-65.8% | $3,865-79.3% | $2,440-67.2% |
| Participant deferral / active EE | $1,026 | $3,585-71.4% | $4,937-79.2% | $3,607-71.6% |
| Admin fee / account holder | $1,192 | $5,517-78.4% | $9,702-87.7% | $5,124-76.7% |