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 | $126,045 | $59,107+113.2% | $86,436+45.8% | $68,494+84.0% |
| Participation rate | 67.1% | 75.2%-8.2pp | 80.3%-13.3pp | 67.9%-0.8pp |
| Annual return | -16.99% | -0.23%-16.8pp | 4394.89%-4411.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $974 | $2,519-61.3% | $3,769-74.2% | $2,596-62.5% |
| Participant deferral / active EE | $2,242 | $5,901-62.0% | $6,952-67.7% | $4,027-44.3% |
| Admin fee / account holder | $9,014 | $5,637+59.9% | $6,731+33.9% | $5,403+66.8% |