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 | $117,520 | $86,944+35.2% | $107,525+9.3% | $74,304+58.2% |
| Participation rate | 14.1% | 59.6%-45.5pp | 75.1%-61.0pp | 60.3%-46.3pp |
| Annual return | 16.16% | 23.52%-7.4pp | 181.32%-165.2pp | 29.43%-13.3pp |
| Employer contribution / active EE | $836 | $2,757-69.7% | $3,754-77.7% | $2,241-62.7% |
| Participant deferral / active EE | $1,501 | $3,554-57.8% | $5,116-70.6% | $3,767-60.1% |
| Admin fee / account holder | $11,549 | $3,727+209.9% | $8,919+29.5% | $2,969+289.0% |