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 | $39,745 | $72,492-45.2% | $87,100-54.4% | $72,985-45.5% |
| Participation rate | 40.0% | 72.8%-32.8pp | 76.9%-36.9pp | 69.5%-29.5pp |
| Annual return | 23.05% | 24.46%-1.4pp | 28.19%-5.1pp | 81.00%-58.0pp |
| Employer contribution / active EE | $574 | $1,894-69.7% | $2,521-77.3% | $2,440-76.5% |
| Participant deferral / active EE | $761 | $3,270-76.7% | $4,049-81.2% | $3,607-78.9% |
| Admin fee / account holder | $4,113 | $5,055-18.6% | $7,497-45.1% | $5,124-19.7% |