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 | $84,632 | $79,013+7.1% | $100,391-15.7% | $74,495+13.6% |
| Participation rate | 27.5% | 79.5%-52.0pp | 81.5%-54.0pp | 67.2%-39.7pp |
| Annual return | 23.87% | 20.41%+3.5pp | 49.20%-25.3pp | 1364.94%-1341.1pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $875 | $7,760-88.7% | $8,082-89.2% | $4,346-79.9% |
| Admin fee / account holder | $9,235 | $1,320+599.7% | $7,899+16.9% | $1,942+375.6% |