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 | $76,745 | $64,480+19.0% | $81,382-5.7% | $80,856-5.1% |
| Participation rate | 17.2% | 63.9%-46.6pp | 69.5%-52.2pp | 67.6%-50.4pp |
| Annual return | 12.54% | 16.34%-3.8pp | 24.73%-12.2pp | 35.59%-23.1pp |
| Employer contribution / active EE | $893 | $1,978-54.8% | $2,463-63.7% | $2,755-67.6% |
| Participant deferral / active EE | $314 | $3,094-89.9% | $3,883-91.9% | $4,296-92.7% |
| Admin fee / account holder | $3,199 | $5,671-43.6% | $5,768-44.5% | $6,918-53.8% |