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 | $31,764 | $102,966-69.2% | $90,281-64.8% | $152,861-79.2% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 17.37% | 95.16%-77.8pp | 78.10%-60.7pp | 345.32%-328.0pp |
| Employer contribution / active EE | $257 | $3,139-91.8% | $2,854-91.0% | $4,762-94.6% |
| Participant deferral / active EE | $285 | $4,281-93.3% | $3,885-92.7% | $5,850-95.1% |
| Admin fee / account holder | $14,620 | $6,171+136.9% | $5,351+173.2% | $11,596+26.1% |