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 | $112,918 | $111,090+1.6% | $156,263-27.7% | - |
| Participation rate | 42.4% | 75.0%-32.6pp | 78.9%-36.5pp | - |
| Annual return | 14.58% | 16.66%-2.1pp | 59.47%-44.9pp | - |
| Employer contribution / active EE | $1,676 | $2,524-33.6% | $4,333-61.3% | - |
| Participant deferral / active EE | $2,896 | $4,469-35.2% | $6,158-53.0% | - |
| Admin fee / account holder | $6,347 | $15,012-57.7% | $14,255-55.5% | - |