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 | $69,837 | $46,869+49.0% | $122,332-42.9% | $70,131-0.4% |
| Participation rate | 40.3% | 58.2%-17.9pp | 71.6%-31.3pp | 69.5%-29.2pp |
| Annual return | 14.51% | 24.22%-9.7pp | 30.27%-15.8pp | 73.14%-58.6pp |
| Employer contribution / active EE | $276 | $1,288-78.6% | $4,050-93.2% | $2,342-88.2% |
| Participant deferral / active EE | $610 | $2,166-71.9% | $3,287-81.5% | $3,332-81.7% |
| Admin fee / account holder | $2,963 | $3,322-10.8% | $5,478-45.9% | $4,645-36.2% |