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 | $142,627 | $78,422+81.9% | $95,952+48.6% | $79,858+78.6% |
| Participation rate | 14.6% | 73.5%-58.9pp | 77.1%-62.5pp | 69.6%-55.0pp |
| Annual return | 14.04% | 19.37%-5.3pp | 91.61%-77.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $491 | $1,945-74.8% | $2,541-80.7% | $2,471-80.1% |
| Participant deferral / active EE | $1,167 | $3,440-66.1% | $4,167-72.0% | $3,740-68.8% |
| Admin fee / account holder | $13,014 | $5,622+131.5% | $6,795+91.5% | $5,306+145.3% |