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 | $59,566 | $229,191-74.0% | $86,874-31.4% | - |
| Participation rate | 10.1% | 68.8%-58.7pp | 71.6%-61.5pp | - |
| Annual return | 15.90% | 12.30%+3.6pp | 63.52%-47.6pp | - |
| Employer contribution / active EE | $0 | $2,220-100.0% | $2,495-100.0% | - |
| Participant deferral / active EE | $448 | $3,745-88.0% | $3,699-87.9% | - |
| Admin fee / account holder | $604 | $25,423-97.6% | $5,828-89.6% | - |