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 | $94,965 | $52,279+81.6% | $89,391+6.2% | $79,858+18.9% |
| Participation rate | 17.7% | 57.5%-39.8pp | 68.0%-50.2pp | 69.6%-51.9pp |
| Annual return | 13.86% | 22.16%-8.3pp | 245.62%-231.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $383 | $1,572-75.6% | $2,586-85.2% | $2,471-84.5% |
| Participant deferral / active EE | $602 | $2,740-78.0% | $3,890-84.5% | $3,740-83.9% |
| Admin fee / account holder | $1,734 | $3,356-48.3% | $4,881-64.5% | $5,306-67.3% |