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 | $48,458 | $63,114-23.2% | $92,893-47.8% | $65,185-25.7% |
| Participation rate | 36.3% | 68.8%-32.5pp | 76.0%-39.7pp | 70.2%-33.9pp |
| Annual return | 25.89% | 28.75%-2.9pp | 109.41%-83.5pp | 29.38%-3.5pp |
| Employer contribution / active EE | $675 | $2,571-73.7% | $3,653-81.5% | $2,177-69.0% |
| Participant deferral / active EE | $861 | $3,108-72.3% | $4,236-79.7% | $3,514-75.5% |
| Admin fee / account holder | $3,589 | $624+475.5% | $5,794-38.1% | $847+323.7% |