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 | $73,859 | $61,774+19.6% | $97,226-24.0% | $80,856-8.7% |
| Participation rate | 21.5% | 63.5%-42.0pp | 72.7%-51.2pp | 67.6%-46.1pp |
| Annual return | 12.78% | -557.90%+570.7pp | 75.13%-62.4pp | 35.59%-22.8pp |
| Employer contribution / active EE | $606 | $1,837-67.0% | $2,729-77.8% | $2,755-78.0% |
| Participant deferral / active EE | $666 | $3,029-78.0% | $4,264-84.4% | $4,296-84.5% |
| Admin fee / account holder | $14,461 | $5,166+179.9% | $5,654+155.8% | $6,918+109.0% |