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 | $137,217 | $129,942+5.6% | $104,294+31.6% | $134,475+2.0% |
| Participation rate | 22.2% | 79.5%-57.3pp | 73.3%-51.0pp | 81.2%-59.0pp |
| Annual return | -17.11% | 42.03%-59.1pp | 24.61%-41.7pp | 417.96%-435.1pp |
| Employer contribution / active EE | $867 | $4,184-79.3% | $3,372-74.3% | $4,740-81.7% |
| Participant deferral / active EE | $1,153 | $5,588-79.4% | $4,625-75.1% | $6,400-82.0% |
| Admin fee / account holder | $14,515 | $9,323+55.7% | $7,339+97.8% | $11,426+27.0% |