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 | $107,389 | $116,081-7.5% | $156,181-31.2% | $79,634+34.9% |
| Participation rate | 17.2% | 75.6%-58.4pp | 78.8%-61.7pp | 62.5%-45.3pp |
| Annual return | 12.65% | 15.89%-3.2pp | 64.87%-52.2pp | 36.46%-23.8pp |
| Employer contribution / active EE | $0 | $2,828-100.0% | $4,294-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $682 | $4,584-85.1% | $6,132-88.9% | $3,835-82.2% |
| Admin fee / account holder | $5,532 | $854+547.5% | $14,586-62.1% | $1,002+452.1% |