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 3-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 | $92,966 | $109,881-15.4% | $150,045-38.0% | $84,808+9.6% |
| Participation rate | 18.6% | 76.1%-57.5pp | 82.3%-63.7pp | 68.3%-49.7pp |
| Annual return | 16.49% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $797 | $3,561-77.6% | $4,693-83.0% | $2,631-69.7% |
| Participant deferral / active EE | $1,844 | $6,636-72.2% | $7,997-76.9% | $4,212-56.2% |
| Admin fee / account holder | $640 | $8,568-92.5% | $13,435-95.2% | $7,344-91.3% |