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 | $89,234 | $68,719+29.9% | $91,541-2.5% | $84,808+5.2% |
| Participation rate | 22.9% | 64.5%-41.6pp | 69.8%-46.9pp | 68.3%-45.5pp |
| Annual return | 30.07% | 19.12%+10.9pp | 20.50%+9.6pp | 40.90%-10.8pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $601 | $3,136-80.8% | $4,008-85.0% | $4,212-85.7% |
| Admin fee / account holder | $1,164 | $5,786-79.9% | $6,956-83.3% | $7,344-84.2% |