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 | $97,773 | $59,805+63.5% | $79,550+22.9% | $68,494+42.7% |
| Participation rate | 54.3% | 61.1%-6.8pp | 69.5%-15.2pp | 67.9%-13.6pp |
| Annual return | 7.67% | -12.30%+20.0pp | 0.16%+7.5pp | -7.84%+15.5pp |
| Employer contribution / active EE | $362 | $1,505-76.0% | $2,413-85.0% | $2,596-86.1% |
| Participant deferral / active EE | $1,196 | $3,024-60.5% | $3,985-70.0% | $4,027-70.3% |
| Admin fee / account holder | $35,934 | $4,835+643.2% | $6,832+425.9% | $5,403+565.1% |