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 | $153,189 | $72,404+111.6% | $110,238+39.0% | $64,186+138.7% |
| Participation rate | 44.7% | 73.3%-28.6pp | 79.8%-35.1pp | 69.6%-24.8pp |
| Annual return | -3.87% | -6.29%+2.4pp | 314.74%-318.6pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,416 | $2,282-37.9% | $3,826-63.0% | $2,381-40.5% |
| Participant deferral / active EE | $810 | $3,469-76.6% | $4,672-82.7% | $3,470-76.6% |
| Admin fee / account holder | $7,587 | $5,664+33.9% | $8,547-11.2% | $4,888+55.2% |